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Wasatch Small Cap Growth Fund® Investor Class (WAAEX)

US Funds

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42.25 +0.50 +1.20%

03/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Wasatch

Asset Class: Equity

Morningstar Rating:
Total Assets: 898.31M

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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 Change23.03%

Prev. Close41.75

Risk Rating

TTM Yield0%

ROE13.18%

IssuerWasatch

Turnover28%

ROA5.83%

Inception Date31754

Total Assets898.31M

Expenses1.15%

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	1232	1156	1374	899	1547	2793
Fund Return	23.18%	15.58%	37.42%	-3.48%	9.11%	10.82%
Place in category	244	43	212	467	323	114
% in Category	44	9	39	87	69	32

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.7B	24.05	5.76	13.38
Wasatch Core Growth	2.11B	23.93	5.63	13.24
Wasatch Small Cap Growth Institutio	1.28B	23.28	-3.39	-
Wasatch Small Cap Value Fund Instit	1.01B	22.49	9.47	11.32
Wasatch Ultra Growth	618.61M	19.25	-4.98	13.63

Top Funds for Small Growth Category

Name	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	4.74B	20.81	5.85	10.95
T. Rowe Price QM US Small-Cap Gr Eq	4.57B	23.86	6.68	-
T. Rowe Price Instl Small-Cap Stock	4.57B	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	97.47	+0.68%
RBC Bearings	US75524B1044	3.74	301.65	+1.29%
Bellring	US07831C1036	3.70	75.20	+0.82%
The Ensign	US29358P1012	3.54	132.50	-0.28%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	42.25	+0.50	+1.20%