Wasatch Micro Cap Value Fund

Frequently Asked Questions About WAMVX

What are the top holdings of WAMVX?

A machine-readable holdings disclosure for Wasatch Micro Cap Value Fund (WAMVX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does WAMVX invest in?

Wasatch Micro Cap Value Fund (WAMVX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is WAMVX most exposed to?

WAMVX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is WAMVX a US-only fund?

The country allocation card on this page shows WAMVX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does WAMVX invest in?

The primary objective of this fund is to achieve significant long-term growth for investors' capital. It concentrates its investments primarily in companies with small market capitalizations, often referred to as 'micro-cap' firms. Specifically, the fund commits at least 80% of its net assets (including any capital obtained through borrowing for investment purposes) to the equity securities of micro-capitalization companies. The investment adviser defines a micro-capitalization company as one whose market value, at the point of purchase, is less than the greater of $1.5 billion or the market capitalization of the largest constituent in the Russell Microcap® Index. Furthermore, the fund has the flexibility to allocate up to 30% of its total assets, at the time of acquisition, to foreign-issued securities from companies operating in developed, emerging, or frontier markets.