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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1239 | 1147 | 1392 | 1179 | 1917 | 3468 |
Fund Return | 23.93% | 14.66% | 39.21% | 5.63% | 13.9% | 13.24% |
Place in category | 225 | 66 | 169 | 75 | 50 | 33 |
% in Category | 41 | 14 | 31 | 18 | 13 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wasatch Core Growth Institutional | 2.7B | 24.05 | 5.76 | 13.38 | ||
Wasatch Small Cap Growth Institutio | 1.29B | 23.28 | -3.39 | - | ||
Wasatch Small Cap Value Fund Instit | 1.01B | 22.49 | 9.47 | 11.32 | ||
Wasatch Small Cap Growth Investor | 903.51M | 23.18 | -3.48 | 10.82 | ||
Wasatch Ultra Growth | 627.21M | 19.25 | -4.98 | 13.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 20.44B | 18.93 | 3.83 | 11.18 | ||
Vanguard Small Cap Growth Index Adm | 15.8B | 25.15 | 3.40 | 9.95 | ||
Neuberger Berman Genesis R6 | 4.72B | 20.81 | 5.85 | 10.95 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.54B | 23.86 | 6.68 | - | ||
T. Rowe Price Instl Small-Cap Stock | 4.55B | 20.24 | 3.51 | 10.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Healthequity Inc | US42226A1079 | 3.58 | 95.68 | +0.62% | |
Shift4 Payments Inc | US82452J1097 | 3.54 | 105.36 | +0.97% | |
Guidewire | US40171V1008 | 3.17 | 174.62 | +0.51% | |
Clearwater Analytics Holdings Inc Class A | - | 3.11 | - | - | |
Kadant | US48282T1043 | 3.07 | 354.03 | +1.46% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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