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Wasatch Small Cap Growth Fund® Investor Class (WAAEX)

US Funds

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44.87 +0.62 +1.40%

07:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Wasatch

Asset Class: Equity

Morningstar Rating:
Total Assets: 952.36M

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Wasatch Small Cap Growth Fund® Investor Class Overview

Find basic information about the Wasatch Small Cap Growth Fund® Investor 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 WAAEX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US9367721027)

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Rating

1-Year Change37.47%

Prev. Close44.25

Risk Rating

TTM Yield0%

ROE13.18%

IssuerWasatch

Turnover13%

ROA5.83%

Inception Date31754

Total Assets952.36M

Expenses1.17%

Min. Investment2,000

Market Cap5.11B

CategorySmall Growth

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1094	1047	1347	734	1473	2502
Fund Return	9.42%	4.73%	34.69%	-9.81%	8.06%	9.61%
Place in category	366	54	257	488	318	133
% in Category	59	8	43	89	66	38

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.97B	12.13	1.13	12.46
Wasatch Core Growth	2.31B	12.03	1.00	12.32
Wasatch Small Cap Growth Institutio	1.38B	9.52	-9.71	-
Wasatch Small Cap Value Fund Instit	1.12B	11.49	5.43	10.18
Wasatch Ultra Growth	675.36M	8.79	-10.10	12.58

Top Funds for Small Growth Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Explorer Adm	18.81B	8.97	-0.27	10.31
Vanguard Small Cap Growth Index Adm	14B	10.85	-2.75	8.72
Neuberger Berman Genesis R6	5.17B	10.06	1.71	9.99
T. Rowe Price QM US Small-Cap Gr Eq	4.99B	13.87	2.08	-
T. Rowe Price Instl Small-Cap Stock	4.87B	8.97	-1.03	9.85

Top Holdings

Name	ISIN	Weight %	Last	Change %
Clearwater Analytics Holdings Inc Class A	-	4.03	-	-
Healthequity Inc	US42226A1079	3.88	103.44	-0.31%
RBC Bearings	US75524B1044	3.74	338.11	-0.20%
Bellring	US07831C1036	3.70	79.02	+2.60%
The Ensign	US29358P1012	3.54	145.91	+0.49%

Technical Summary

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

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