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Wasatch Micro Cap Value Fund

I purchased WAMVX the day it opened in 2003 and bought on regular basis; I stopped purchasing into this fund few years ago and It is still substantial portion of my overall portfolio.

This fund has been inconsistent over last few years.

As I have position in GPROX (Grandeur Peak Global Reach), I am thinking about selling lot of this and put that money in GPROX. I am impressed with consistency of all Grandeur Peak funds.

Another option is to buy Hodges Small Cap.

Are there any other funds I should look into to purchase after selling WAMVX? I also own BRUSX, WSCVX and FSCRX.

Any reason I should hold out and wait for it to turn around?
I know David also own this fund so anxiously waiting his response.:-)

Thank you all in advance.

KHP

Comments

  • I also own WAMVX, GPROX, BRUSX and WSCVX in taxable accounts. It appears that you have several small cap value funds.

    I suspect that if you have held WAMVX since 2003, then you probably have substantial capital gains in the fund as I note my WAMVX value has more than doubled in the last couple of years since I made my initial investment; I have made no additional investments since that time.

    You don't mention if WAMVX is in a taxable or non-taxable account.

    I have been quite pleased with Grandeur Peaks management/investment team with how they have handled their funds.

  • I hold this fund in taxable account so would not sell all at one time. I need to manage the tax consequences.

    It has done very well for me but its been laggard if one compares 1, 3 or 5 years returns with similar type of funds.

    and it has very high ER
  • @khparikh: WAMVX Is Ranked #70 In The (SCG) Fund Category By U.S. News & World Report: http://money.usnews.com/funds/mutual-funds/small-growth/wasatch-micro-cap-value-fund/wamvx
    Regards,
    ted
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