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Wasatch Micro Cap Value (WAMVX) Fund Ranking and Research

Ranking, Research and Recommendation of Wasatch Micro Cap Value (WAMVX) Fund

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Graph of Wasatch Micro Cap Value Fund (WAMVX) ManagerFund Manager - Brian A. Bythrow

Fund Manager Information

Fund Manager Tenure: 15.3 years
Fund Family: Wasatch
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Bythrow is a portfolio manager for Wasatch Advisors, his employer since 2003. From 1998 to 2003, Bythrow worked in Indiana as a portfolio manager for the Monogram Special Equity Fund. Earlier, he was an Equity Analyst with Parkstone Funds and a Credit Analyst with Shoreline Bank. Bythrow served in the US Air Force for five years, rising to the rank of Captain. He is a Michigan native.  Get more insights on Brian A. Bythrow

 

Graph of Wasatch Micro Cap Value Fund (WAMVX) ProfileWasatch Micro Cap Value Fund (WAMVX) Profile

Fund Profile and Description

Wasatch Micro Cap Value Fund seeks long-term growth of capital. Wasatch Micro Cap Value Fund invests primarily in micro cap companies. It invests at least 80% of the net assets in the equity securities of micro cap companies with market capitalizations of less than $1 billion. It may invest up to 30% of assets in securities issued by foreign companies in developed or emerging markets. The Fund may invest in initial public offering. Wasatch Micro Cap Value Fund may also invest in growth companies.

 

Wasatch Micro Cap Value (WAMVX) Fund Strength What we like about Wasatch Micro Cap Value (WAMVX) Fund

Data for Wasatch Micro Cap Value Fund (WAMVX) as of May 30, 2016

  • Wasatch Micro Cap Value Fund (WAMVX) management has been with Wasatch Micro Cap Value Fund for 15.3 years
  • Wasatch Micro Cap Value Fund (WAMVX) has good short-term performance (1-year return -2.70% vs -7.74% Small Growth category median performance)
  • Wasatch Micro Cap Value Fund (WAMVX) has good mid-term performance (3-year return 8.98% vs 6.86% Small Growth category median performance)
  • Wasatch Micro Cap Value Fund (WAMVX) has good Long-term performance (5-year return 9.40% vs 7.01% Small Growth category median performance)
  • Wasatch Micro Cap Value Fund (WAMVX) ratio of up-years vs down years is greater than 2
  • Wasatch Micro Cap Value Fund (WAMVX) has a Morningstar rating of 4 and above
  • Asset base in Wasatch Micro Cap Value Fund (WAMVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Wasatch Micro Cap Value Fund (WAMVX) has an annual stock turnover rate of 53.00% vs Small Growth average of 63.11%. It is good that Wasatch Micro Cap Value management does not trade extensively for its return.
  • Wasatch Micro Cap Value Fund (WAMVX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.8, lower than category average of 15.82
  • Wasatch Micro Cap Value Fund (WAMVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Wasatch Micro Cap Value Fund (WAMVX) Weakness What we are cautious about Wasatch Micro Cap Value (WAMVX) Fund

Data for Wasatch Micro Cap Value Fund (WAMVX) as of May 30, 2016

  • Wasatch Micro Cap Value Fund (WAMVX) has a higher expense ratio of 1.96% than its Small Growth average of 1.31%
See Wasatch Micro Cap Value Fund (WAMVX) performance details as of May 30, 2016

 

What do you think?

 

Compare Wasatch Micro Cap Value Fund (WAMVX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wasatch Micro Cap Value-0.38-2.708.989.40
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Wasatch Micro Cap Value Fund (WAMVX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Wasatch Micro Cap Value Fund (WAMVX) Net Asset TrackingWasatch Micro Cap Value (WAMVX) Fund Net Asset

Track net asset change of Wasatch Micro Cap Value fund (WAMVX)

DateNet Asset
05/2016$172.95M
03/2016$168.46M
02/2016$158.70M
More historic net asset information on Wasatch Micro Cap Value Fund (WAMVX)

  

Graph of Wasatch Micro Cap Value Fund (WAMVX) Portfolio TrackingWasatch Micro Cap Value (WAMVX) Fund Portfolio Allocation

Track portfolio allocation change of Wasatch Micro Cap Value fund (WAMVX)

DateCashStockBondOther
03/201612.4%85.57%0%0.97%
12/201516.11%82.13%0%0.67%
09/201513.4%85.4%0%0.03%
Click here to see more historic asset allocation information on Wasatch Micro Cap Value Fund (WAMVX)

 

graph of Wasatch Micro Cap Value Fund (WAMVX) Top 10 Position TrackingTop 10 Holdings in Wasatch Micro Cap Value (WAMVX) Fund

Discover what Wasatch Micro Cap Value Fund (WAMVX) manager is buying

Mar 30, 2016
Fabrinet Ordinary Shares [1.49%]
LGI Homes, Inc. [1.32%]
Ebix, Inc. [1.25%]
Atlas Financial Holdings, Inc. [1.23%]
John B. Sanfilippo & Son, Inc. [1.14%]
Customers Bancorp, Inc Common S [1.14%]
Turk Tuborg Bira Ve Malt Common Stock Try1. [1.13%]
NV5 Global, Inc. [1.11%]
Perficient, Inc. [1.1%]

Dec 30, 2015
Atlas Financial Holdings, Inc. [1.29%]
Blue Hills Bancorp, Inc. [1.25%]
LHC Group [1.21%]
John Bean Technologies Corporat [1.18%]
Investar Holding Corporation [1.18%]
Kingstone Companies, Inc [1.15%]
The Ensign Group, Inc. [1.15%]
EPAM Systems, Inc. Common Stock [1.14%]
Turk Tuborg Bira Ve Malt Common Stock Try1. [1.14%]

Sep 29, 2015
Synergetics USA, Inc. [1.6%]
LHC Group [1.6%]
Atlas Financial Holdings, Inc. [1.44%]
Allegiant Travel Company [1.41%]
Marksans Pharma Ltd [1.34%]
LGI Homes, Inc. [1.31%]
EPAM Systems, Inc. Common Stock [1.26%]
AVG Technologies N.V. Ordinary [1.2%]
Nobilis Health Corp [1.18%]
Kingstone Companies, Inc [1.17%]
Click here for Stock Holding Change Map in Wasatch Micro Cap Value Fund (WAMVX)

  

Latest News on Wasatch Micro Cap Value (WAMVX) Fund

See what is happening with Wasatch Micro Cap Value Fund (WAMVX)

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Wasatch Micro Cap Value Fund (WAMVX) Related ResourcesSee more information on Wasatch Micro Cap Value (WAMVX) Fund

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