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Wasatch Small Cap Growth Fund® Institutional Class (WIAEX)

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43.14 -0.08    -0.19%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Wasatch
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.29B
Wasatch Small Cap Growth Institutional 43.14 -0.08 -0.19%

Wasatch Small Cap Growth Fund® Institutional Class Overview

 
Find basic information about the Wasatch Small Cap Growth Fund® Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WIAEX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US9367936781)
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Rating
1-Year Change17.45%
Prev. Close43.22
Risk Rating
TTM Yield0%
ROE13.18%
IssuerWasatch
Turnover28%
ROA5.83%
Inception Date42401
Total Assets1.29B
Expenses1.05%
Min. Investment100,000
Market Cap5.11B
CategorySmall Growth
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1233 1156 1375 902 1554 -
Fund Return 23.28% 15.59% 37.53% -3.39% 9.21% -
Place in category 241 42 210 465 311 -
% in Category 43 9 38 87 67 -

Top Equity Funds by Wasatch

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wasatch Core Growth Institutional 2.7B 24.05 5.76 13.38
  Wasatch Core Growth 2.12B 23.93 5.63 13.24
  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

Top Funds for Small Growth Category

  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

Top Holdings

Name ISIN Weight % Last Change %
Clearwater Analytics Holdings Inc Class A - 4.03 - -
  Healthequity Inc US42226A1079 3.88 95.09 +0.15%
  RBC Bearings US75524B1044 3.74 304.62 -0.54%
  Bellring US07831C1036 3.70 76.14 +0.05%
  The Ensign US29358P1012 3.54 133.85 -0.55%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
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