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Wasatch Micro Cap Growth / Global Portfolio   

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The Wasatch Micro Cap Growth / Global Portfolio focuses on micro cap companies.

About This Portfolio

Net Assets:$485.7 (million) as of 07/31/19
Account Minimum:$1 million

The Micro Cap Growth / Global Portfolio seeks long-term growth of capital by investing in growing micro cap companies. Income is an objective only when consistent with long-term growth of capital. Currently, we do not expect the Portfolio’s investments to generate substantial income.


This portfolio invests primarily in growing micro cap companies with market capitalizations of less than $1 billion at the time of purchase. We focus on the smallest companies that we believe have great growth potential and are trading at reasonable prices relative to our 5-year earnings growth projections. The Micro Cap Growth / Global Portfolio may invest up to 30% of its total assets in foreign securities.

Compared to Other Wasatch Portfolios:
This Portfolio Is similar to, but invests in smaller companies than Small Cap Growth.
Mutual Fund:Wasatch Micro Cap Fund (WMICX)

Micro Cap Growth / Global Composite Performance

as of 07/31/2019
Russell Microcap® Index-11.55%8.81%6.70%11.34%
Russell 2000® Index-4.42%10.36%8.53%12.47%

Performance figures for the latest period are preliminary and subject to change. Past performance is not indicative of future results.

The Russell 2000 Index measures the performance of the 2,000 smallest companies in the Russell 3000® Index, which represents approximately 8% of the total market capitalization of the Russell 3000 Index.   The Russell Microcap Index is an unmanaged total return index of the smallest 1,000 securities in the small cap Russell 2000 Index plus the next smallest 1,000 securities. The Index commenced operations after the fund commenced operations.  

You cannot invest directly in indexes.

For a GIPS-compliant composite presentation and a complete list of composites, click here:  Micro Cap Growth / Global Composite Presentation,  Complete List of Composites

CFA® is a trademark owned by CFA Institute.