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Wasatch Small Cap Growth Fund® Investor Class (WAAEX)

US Funds

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43.41 -0.11 -0.25%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 915.03M

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 Change16.39%

Prev. Close43.52

Risk Rating

TTM Yield0%

ROE13.18%

IssuerWasatch

Turnover28%

ROA5.83%

Inception Date31754

Total Assets915.03M

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	1048	1106	1245	1042	1446	2743
Fund Return	4.76%	10.58%	24.54%	1.39%	7.66%	10.62%
Place in category	144	49	149	445	341	111
% in Category	24	11	28	84	72	31

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.8B	5.86	8.29	13.25
Wasatch Core Growth	2.19B	5.85	8.16	13.11
Wasatch Small Cap Growth Institutio	1.29B	4.76	1.50	-
Wasatch Small Cap Value Fund Instit	1.05B	11.91	5.02	10.22
Wasatch Ultra Growth	617.26M	5.94	-0.88	13.17

Top Funds for Small Growth Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Explorer Adm	19.67B	4.46	5.77	11.04
Vanguard Small Cap Growth Index Adm	15.16B	4.24	6.51	9.63
Neuberger Berman Genesis R6	4.68B	1.30	5.08	10.30
T. Rowe Price Instl Small-Cap Stock	4.6B	2.53	4.96	10.39
T. Rowe Price QM US Small-Cap Gr Eq	4.65B	4.09	7.84	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
Clearwater Analytics Holdings Inc Class A	-	4.03	-	-
Healthequity Inc	US42226A1079	3.88	112.50	+0.31%
RBC Bearings	US75524B1044	3.74	364.59	+0.26%
Bellring	US07831C1036	3.70	76.16	+0.90%
The Ensign	US29358P1012	3.54	129.08	-0.12%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	43.41	-0.11	-0.25%