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Wasatch Small Cap Growth Fund® Investor Class (WAAEX)

US Funds

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36.50 +0.02 +0.05%

08:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Wasatch

Asset Class: Equity

Morningstar Rating:
Total Assets: 758.92M

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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 Change - 0.68%

Prev. Close36.48

Risk Rating

TTM Yield0%

ROE12.93%

IssuerWasatch

Turnover28%

ROA6.22%

Inception Date31754

Total Assets758.92M

Expenses1.15%

Min. Investment2,000

Market Cap5.55B

CategorySmall Growth

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	953	893	1071	970	1389	2312
Fund Return	-4.71%	-10.66%	7.1%	-1.02%	6.79%	8.74%
Place in category	413	308	152	438	392	142
% in Category	75	54	32	83	80	41

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.46B	-1.27	6.39	11.65
Wasatch Core Growth	1.9B	-1.29	6.27	11.51
Wasatch Small Cap Growth Institutio	1.06B	-4.69	-0.91	-
Wasatch Small Cap Value Fund Instit	978.1M	2.90	8.83	10.76
Wasatch Ultra Growth	507.48M	-2.82	-3.91	11.19

Top Funds for Small Growth Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Explorer Adm	18.36B	-2.10	3.52	9.47
Vanguard Small Cap Growth Index Adm	14.11B	-2.31	4.38	8.29
Neuberger Berman Genesis R6	4.32B	-2.79	3.60	9.16
T. Rowe Price Instl Small-Cap Stock	4.15B	-0.08	3.93	9.50
T. Rowe Price QM US Small-Cap Gr Eq	4.1B	-1.75	5.76	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
Healthequity Inc	US42226A1079	3.89	95.74	+1.33%
Bellring	US07831C1036	3.72	67.30	+2.91%
RBC Bearings	US75524B1044	3.65	341.41	-1.25%
Paylocity Holdng	US70438V1061	3.64	186.94	-0.88%
The Ensign	US29358P1012	3.43	128.35	-1.50%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	36.50	+0.02	+0.05%