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

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10.070 +0.010    +0.10%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.01B
Type:  Fund
Market:  United States
Asset Class:  Equity
Wasatch Small Cap Value Fund Institutional Class S 10.070 +0.010 +0.10%

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

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.373 15.380
Price to Book 2.493 1.919
Price to Sales 1.842 1.273
Price to Cash Flow 8.917 8.600
Dividend Yield 1.672 1.482
5 Years Earnings Growth 13.369 12.015

Sector Allocation

Name  Net % Category Average
Financial Services 22.480 17.240
Industrials 17.800 19.187
Consumer Cyclical 16.740 12.284
Technology 12.150 14.297
Healthcare 8.010 12.104
Energy 6.120 5.032
Basic Materials 5.990 5.142
Consumer Defensive 5.750 4.319
Real Estate 4.960 6.936

Region Allocation

  • 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 37.90 +0.16%
  Kadant US48282T1043 2.68 348.93 +0.54%
  Artisan Partners AM US04316A1088 2.62 43.91 +0.39%
  Ufp Industries US90278Q1085 2.61 112.97 -0.48%
  Pinnacle US72346Q1040 2.56 113.67 +1.27%
  ICF International US44925C1036 2.45 118.90 -0.52%
  Valvoline US92047W1018 2.43 36.54 -0.03%
  Cohen Steers US19247A1007 2.38 92.58 +0.10%
  Grand Canyon Education US38526M1062 2.38 160.97 +0.41%
  CTS Corp US1265011056 2.35 52.90 +1.34%

Top Equity Funds by Wasatch

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wasatch Core Growth Institutional 2.7B 24.05 5.76 13.38
  Wasatch Core Growth 2.12B 23.93 5.63 13.24
  Wasatch Small Cap Growth Institutio 1.29B 23.28 -3.39 -
  Wasatch Small Cap Growth Investor 905.34M 23.18 -3.48 10.82
  Wasatch Ultra Growth 627.21M 19.25 -4.98 13.63
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