Wasatch Small Cap Value Fund Institutional Class Shares (WICVX)

Overview

The fund is designed to cater to investors looking for exposure to small companies, operating with the primary objective of investing in small-capitalization companies' equity securities. A significant portion of the fund's investments, at least 80%, is allocated towards the common stock of these small enterprises. In an effort to diversify its investment portfolio, the fund also allows for up to 20% of its total assets at the time of purchase to be invested in securities issued by foreign companies. This indicates a strategic mix of domestic and international exposure, aiming at potentially higher returns associated with investing in small-cap markets while mitigating risks through geographical diversification.

Products and Services

• Equity Securities of Small-Capitalization Companies

This product focuses on investing in the common stock of small companies, aiming to capitalize on the growth potential of these enterprises. The fund targets at least 80% of its net assets, plus borrowings for investment purposes, in these types of securities, indicating a strong emphasis on providing investors with significant exposure to the small-cap market segment.

• Securities Issued by Foreign Companies

As part of its diversification strategy, the fund allocates up to 20% of its total assets at the time of purchase in securities issued by foreign companies. These companies are identified as entities incorporated outside of the United States, with their securities primarily trading outside the U.S. market. This approach allows investors to gain exposure to international markets, potentially enhancing the fund's returns while diversifying investment risks.