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Wasatch Small Cap Growth Fund® Institutional Class (WIAEX)

US Funds

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36.90 -0.79 -2.10%

28/03 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 1.05B

Type: Fund

Market: United States

Issuer: Wasatch

Asset Class: Equity

General
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WIAEX Holdings

Comprehensive information about top holdings and Key Holding Information for the Wasatch Small Cap Growth Institutional (WIAEX) fund. Our Wasatch Small Cap Growth Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.67	1.67
Stocks	97.90	97.90
Other	0.42	0.42

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	31.18	22.90
Price to Book	4.27	3.27
Price to Sales	3.49	2.27
Price to Cash Flow	19.15	12.46
Dividend Yield	0.08	0.63
5 Years Earnings Growth	16.68	13.87

Sector Allocation

Name	Net %	Category Average
Technology	32.79	24.27
Healthcare	19.49	20.24
Industrials	17.00	20.30
Consumer Cyclical	15.28	11.34
Consumer Defensive	8.65	4.42
Financial Services	6.79	9.76

Region Allocation

Equities

North America
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 49

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Healthequity Inc	US42226A1079	3.89	86.96	-2.11%
Bellring	US07831C1036	3.72	74.18	+0.27%
RBC Bearings	US75524B1044	3.65	325.60	-2.15%
Paylocity Holdng	US70438V1061	3.64	186.33	-2.51%
The Ensign	US29358P1012	3.43	128.74	+0.23%
Nova	IL0010845571	3.32	71,720	-2.34%
Globant SA	LU0974299876	3.09	118.48	-6.27%
Shift4 Payments Inc	US82452J1097	3.06	84.58	-2.20%
Pinnacle	US72346Q1040	3.01	105.06	-2.17%
Ollie's Bargain Outlet	US6811161099	2.98	113.24	+0.15%

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.43B	-1.27	6.39	11.65
Wasatch Core Growth	1.86B	-1.29	6.27	11.51
Wasatch Small Cap Value Fund Instit	967.75M	-3.00	7.29	9.23
Wasatch Small Cap Growth Investor	749.15M	-4.71	-1.02	8.74
Wasatch Ultra Growth	483.88M	-2.82	-3.91	11.19

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