Wasatch Micro Cap Value Fund Institutional (WGMVX)

Overview

The fund is designed for investors looking to diversify their investment portfolio with micro cap stocks, specifically targeting companies with a market capitalization at the time of purchase that is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap® Index. The fund is committed to investing at least 80% of its net assets, in addition to borrowings for investment purposes, in the equity securities of these micro-capitalization companies, predominantly in common stocks. It stands as a viable option for those aiming to leverage the potential high returns of investing in the smaller company sector, while also taking into consideration the higher volatility and risk associated with such markets.

Products and Services

• Equity Securities Investment:

  This service focuses on the investment in equity securities, mainly common stock, of micro-capitalization companies. By allocating at least 80% of the fund's net assets plus any borrowings for investment purposes towards this asset class, the fund aims to tap into the growth potential of these smaller companies.

• Investment in Micro-Cap Companies:

  Targeting companies with a market capitalization less than either $1.5 billion or the largest company in the Russell Microcap® Index at the time of purchase, the fund seeks to capture the dynamic growth opportunities presented by the micro cap sector.

• Foreign Securities Investment:

  The fund also offers exposure to international markets by investing up to 30% of its total assets in securities issued by foreign companies. This diversification strategy enhances the potential for higher returns by tapping into the growth potential in overseas markets, while also spreading investment risk.