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Wasatch Small Cap Growth Fund® Institutional Class (WIAEX)

US Funds

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38.74 -0.10 -0.26%

14/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 813.06M

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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 %	Short %
Cash	2.06	2.06	0.00
Shares	97.94	97.94	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	28.32	22.61
Price to Book	4.61	3.25
Price to Sales	3.24	2.21
Price to Cash Flow	19.79	13.25
Dividend Yield	0.11	0.62
5 Years Earnings Growth	15.68	13.92

Sector Allocation

Name	Net %	Category Average
Technology	33.95	24.15
Healthcare	20.46	20.01
Industrials	18.71	21.01
Consumer Cyclical	10.73	11.07
Consumer Defensive	9.76	4.19
Financial Services	6.40	9.96

Region Allocation

Equities

North America
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 43

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
The Ensign	US29358P1012	4.71	177.89	+0.33%
Nova	IL0010845571	4.50	97,700	-2.58%
RBC Bearings	US75524B1044	4.50	432.04	+0.11%
Fabrinet	KYG3323L1005	4.30	413.32	+2.70%
Healthequity Inc	US42226A1079	4.15	101.77	+2.28%
Medpace Holdings	US58506Q1094	4.01	590.09	-0.21%
Ollie's Bargain Outlet	US6811161099	3.74	124.67	-1.31%
Jfrog	IL0011684185	3.48	59.09	-0.82%
Construction Partners	US21044C1071	3.44	106.82	+0.66%
Siteone Landscape Supply	US82982L1035	3.20	128.54	+1.20%

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.22B	-8.65	10.55	10.86
Wasatch Core Growth	1.53B	-8.75	10.42	10.72
Wasatch Small Cap Value Fund Instit	936.84M	-2.60	12.26	9.90
Wasatch Small Cap Growth Investor	681.68M	-7.30	7.56	9.29
Wasatch Micro Cap	510.21M	1.57	11.56	13.02

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Recent Quotes

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