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Wasatch Small Cap Value Fund Institutional Class Shares (0P0000UQTD)

US Funds

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12.640 +0.180 +1.44%

22/11 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Wasatch

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.12B

General
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0P0000UQTD Holdings

Comprehensive information about top holdings and Key Holding Information for the Wasatch Small Cap Value Fund Institutional Class S (0P0000UQTD) fund. Our Wasatch Small Cap Value Fund Institutional Class S portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.920	1.920	0.000
Stocks	98.080	98.080	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.373	15.277
Price to Book	2.493	1.891
Price to Sales	1.842	1.236
Price to Cash Flow	8.917	8.281
Dividend Yield	1.672	1.550
5 Years Earnings Growth	13.369	11.969

Sector Allocation

Name	Net %	Category Average
Financial Services	22.480	16.917
Industrials	17.800	19.212
Consumer Cyclical	16.740	12.291
Technology	12.150	14.386
Healthcare	8.010	11.929
Energy	6.120	5.246
Basic Materials	5.990	5.232
Consumer Defensive	5.750	4.326
Real Estate	4.960	6.878

Region Allocation

Equities

North America
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 58

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
National Storage Affiliates Trust	US6378701063	3.07	44.35	+0.43%
Kadant	US48282T1043	2.68	419.01	+2.59%
Artisan Partners AM	US04316A1088	2.62	47.70	+0.51%
Ufp Industries	US90278Q1085	2.61	133.07	+1.95%
Pinnacle	US72346Q1040	2.56	126.18	+3.04%
ICF International	US44925C1036	2.45	134.29	-0.91%
Valvoline	US92047W1018	2.43	38.57	+0.03%
Cohen Steers	US19247A1007	2.38	103.42	+1.40%
Grand Canyon Education	US38526M1062	2.38	166.45	+2.66%
CTS Corp	US1265011056	2.35	54.29	+2.09%

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.87B	12.13	1.13	12.46
Wasatch Core Growth	2.23B	12.03	1.00	12.32
Wasatch Small Cap Growth Institutio	1.32B	9.52	-9.71	-
Wasatch Small Cap Growth Investor	915.56M	9.42	-9.81	9.61
Wasatch Ultra Growth	653.09M	8.79	-10.10	12.58

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	12.640	+0.180	+1.44%