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

US Funds

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10.450 -0.060 -0.57%

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

Morningstar Rating:
Total Assets: 1.07B

Type: Fund

Market: United States

Issuer: Wasatch

Asset Class: Equity

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	15.740
Price to Book	2.493	1.950
Price to Sales	1.842	1.303
Price to Cash Flow	8.917	8.754
Dividend Yield	1.672	1.452
5 Years Earnings Growth	13.369	12.065

Sector Allocation

Name	Net %	Category Average
Financial Services	22.480	17.494
Industrials	17.800	19.479
Consumer Cyclical	16.740	12.236
Technology	12.150	14.324
Healthcare	8.010	11.965
Energy	6.120	5.073
Basic Materials	5.990	5.122
Consumer Defensive	5.750	4.367
Real Estate	4.960	6.832

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	36.12	-0.06%
Kadant	US48282T1043	2.68	378.43	+0.91%
Artisan Partners AM	US04316A1088	2.62	44.48	+1.53%
Ufp Industries	US90278Q1085	2.61	119.09	+1.12%
Pinnacle	US72346Q1040	2.56	123.27	+1.01%
ICF International	US44925C1036	2.45	129.06	-2.83%
Valvoline	US92047W1018	2.43	36.32	+1.00%
Cohen Steers	US19247A1007	2.38	88.54	+2.18%
Grand Canyon Education	US38526M1062	2.38	170.36	-0.67%
CTS Corp	US1265011056	2.35	51.87	-2.04%

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.86B	13.31	1.59	12.36
Wasatch Core Growth	2.23B	13.19	1.46	12.22
Wasatch Small Cap Growth Institutio	1.33B	15.63	-5.68	-
Wasatch Small Cap Growth Investor	939.7M	15.50	-5.78	9.93
Wasatch Ultra Growth	631.65M	8.25	-8.03	12.13

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	10.450	-0.060	-0.57%