Wasatch Small Cap Fund Quote
| WICVX Fund | USD 10.01 0.12 1.21% |
PerformanceSolid
| Odds Of DistressLow
|
Wasatch Small is trading at 10.01 as of the 16th of February 2026; that is 1.21 percent up since the beginning of the trading day. The fund's open price was 9.89. Wasatch Small has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 18th of November 2025 and ending today, the 16th of February 2026. Click here to learn more.
The fund invests primarily in small companies. It will invest at least 80 percent of the funds net assets in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20 percent of its total assets at the time of purchase in securities issued by foreign companies .. More on Wasatch Small Cap
Moving together with Wasatch Mutual Fund
| 0.74 | WAAEX | Wasatch Small Cap | PairCorr |
| 0.7 | WAESX | Wasatch Emerging Markets | PairCorr |
| 0.95 | WAGOX | Wasatch Global Oppor | PairCorr |
| 0.78 | WAFMX | Wasatch Frontier Emerging | PairCorr |
Moving against Wasatch Mutual Fund
Wasatch Mutual Fund Highlights
| Fund Concentration | Wasatch Funds, Large Funds, Small Blend Funds, Small Blend, Wasatch, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 31st of January 2026 |
| Fiscal Year End | September |
Wasatch Small Cap [WICVX] is traded in USA and was established 16th of February 2026. Wasatch Small is listed under Wasatch category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Wasatch family. This fund at this time has accumulated 1.43 B in net assets with no minimum investment requirementsWasatch Small Cap is currently producing year-to-date (YTD) return of 10.67% with the current yeild of 0.0%, while the total return for the last 3 years was 11.94%.
Check Wasatch Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wasatch Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wasatch Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wasatch Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Wasatch Small Cap Risk Profiles
| Mean Deviation | 1.01 | |||
| Semi Deviation | 0.649 | |||
| Standard Deviation | 1.44 | |||
| Variance | 2.09 |
Wasatch Small Against Markets
Wasatch Mutual Fund Analysis Notes
The fund keeps 98.88% of net assets in stocks. Wasatch Small Cap last dividend was 0.05 per share. Large For more information please call the company at 800-551-1700.Wasatch Small Cap Investment Alerts
| The fund keeps 98.88% of its net assets in stocks |
Top Wasatch Small Cap Mutual Fund Constituents
| FBK | FB Financial Corp | Stock | |
| MNRO | Monro Muffler Brake | Stock | |
| WCC | WESCO International | Stock | |
| INN | Summit Hotel Properties | Stock | |
| KAI | Kadant Inc | Stock | |
| FN | Fabrinet | Stock | |
| ENSG | The Ensign Group | Stock | |
| ROAD | Construction Partners | Stock | |
| NSA | National Storage Affiliates | Stock | |
| LAD | Lithia Motors | Stock | |
| VVV | Valvoline | Stock | |
| LGIH | LGI Homes | Stock | |
| PB | Prosperity Bancshares | Stock | |
| ABR | Arbor Realty Trust | Stock | |
| SBRA | Sabra Healthcare REIT | Stock | |
| MC | Moelis Co | Stock | |
| DORM | Dorman Products | Stock | |
| KNX | Knight Transportation | Stock | |
| IOSP | Innospec | Stock | |
| SLRC | SLR Investment Corp | Stock | |
| MNR | Mach Natural Resources | Stock | |
| OZK | Bank Ozk | Stock | |
| EEFT | Euronet Worldwide | Stock | |
| TSEM | Tower Semiconductor | Stock | |
| SKY | Skyline | Stock |
Institutional Mutual Fund Holders for Wasatch Small
Have you ever been surprised when a price of an equity instrument such as Wasatch Small is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Wasatch Small Cap backward and forwards among themselves. Wasatch Small's institutional investor refers to the entity that pools money to purchase Wasatch Small's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Wasatch Small's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses. Wasatch Small Outstanding Bonds
Wasatch Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Wasatch Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wasatch bonds can be classified according to their maturity, which is the date when Wasatch Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Wasatch Small Predictive Daily Indicators
Wasatch Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Wasatch Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 10.01 | |||
| Day Typical Price | 10.01 | |||
| Price Action Indicator | 0.06 | |||
| Period Momentum Indicator | 0.12 |
Wasatch Small Forecast Models
Wasatch Small's time-series forecasting models are one of many Wasatch Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Wasatch Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Wasatch Mutual Fund
Wasatch Small financial ratios help investors to determine whether Wasatch Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wasatch with respect to the benefits of owning Wasatch Small security.
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