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Wasatch Small Cap Growth Fund® Investor Class (WAAEX)

US Funds

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41.55 -0.55 -1.31%

10/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 883.14M

Type: Fund

Market: United States

Issuer: Wasatch

Asset Class: Equity

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WAAEX 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.

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Rating

1-Year Change20.29%

Prev. Close42.1

Risk Rating

TTM Yield0%

ROE13.18%

IssuerWasatch

Turnover28%

ROA5.83%

Inception Date31754

Total Assets883.14M

Expenses1.15%

Min. Investment2,000

Market Cap5.11B

CategorySmall Growth

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Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1155	1055	1155	837	1400	2576
Fund Return	15.5%	5.5%	15.5%	-5.78%	6.96%	9.93%
Place in category	202	67	202	462	338	105
% in Category	36	15	36	87	71	30

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.64B	13.31	1.59	12.36
Wasatch Core Growth	2.06B	13.19	1.46	12.22
Wasatch Small Cap Growth Institutio	1.26B	15.63	-5.68	-
Wasatch Small Cap Value Fund Instit	995.07M	11.91	5.02	10.22
Wasatch Ultra Growth	605.59M	8.25	-8.03	12.13

Top Funds for Small Growth Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Explorer Adm	20.44B	10.37	0.56	10.22
Vanguard Small Cap Growth Index Adm	15.8B	16.49	0.42	9.09
Neuberger Berman Genesis R6	4.68B	9.31	0.84	9.80
T. Rowe Price Instl Small-Cap Stock	4.51B	11.75	0.25	9.78
T. Rowe Price QM US Small-Cap Gr Eq	4.5B	13.06	2.15	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
Clearwater Analytics Holdings Inc Class A	-	4.03	-	-
Healthequity Inc	US42226A1079	3.88	100.32	+0.58%
RBC Bearings	US75524B1044	3.74	294.36	-1.17%
Bellring	US07831C1036	3.70	71.01	-2.03%
The Ensign	US29358P1012	3.54	130.95	-1.67%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	41.55	-0.55	-1.31%