Wasatch Micro Cap Fund (WMICX) Research
The Wasatch Micro Cap Fund primarily allocates its capital, with at least 80% of its net assets (plus any borrowed funds for investment) directed towards equity securities, typically common stock, issued by micro-capitalization companies. The fund defines a micro-cap company as one whose market valuation, at the point of purchase, falls below the higher figure of either $1.5 billion or the market capitalization of the largest company included in the Russell Microcap® Index. Additionally, up to 30% of its total assets can be invested in shares of foreign companies when initially acquired.
Market snapshot
- Symbol
- WMICX
- Price
- $10.25
- Day change
- +2.40%
- Market cap
- $515.7M
- 52-week range
- 7.54-10.25
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- DWS Equity 500 Index Fund (BTIEX)
- James Balanced: Golden Rainbow Fund (GLRBX)
- Homestead Fds, Inc. Growth Fund (HNASX)
- Nuance Mid Cap Value Fund (NMVLX)
- Nicholas Limited Edition Fund (NNLEX)
- T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund (PRLAX)
- Schwab Target 2025 Fund (SWHRX)
- T. Rowe Price Target Retirement 2025 Fund (TRRVX)
Open Wasatch Micro Cap Fund (WMICX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.