Nasdaq - Delayed Quote USD

Wasatch Micro Cap Institutional (WGICX)

7.55
-0.19
(-2.45%)
At close: 8:02:48 PM EDT
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  • Previous Close 7.74
  • YTD Return -16.67%
  • Expense Ratio 1.59%
  • Category Small Growth
  • Last Cap Gain 7.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 546.36M
  • Beta (5Y Monthly) 1.18
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 51.00%
  • Last Dividend --
  • Inception Date Jan 31, 2020

The fund invests at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap® Index. It may invest up to 30% of its total assets at the time of purchase in equity securities issued by foreign companies.

Wasatch

Fund Family

Small Growth

Fund Category

546.36M

Net Assets

2020-01-31

Inception Date

Performance Overview: WGICX

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Trailing returns as of 5/21/2025. Category is Small Growth.

YTD Return

WGICX
16.67%
Category
12.40%
 

1-Year Return

WGICX
2.68%
Category
55.69%
 

3-Year Return

WGICX
1.34%
Category
19.34%
 

5-Year Return

WGICX
6.90%
Category
20.72%
 

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Holdings: WGICX

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Sector Weightings

SectorWGICX
Technology   27.55%
Healthcare   14.65%
Industrials   14.26%
Energy   1.73%
Real Estate   1.51%
Utilities   0.00%

Recent News: WGICX

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Research Reports: WGICX

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