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Wasatch Small Cap Growth Fund® Institutional Class (WIAEX)

US Funds

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40.85 -0.70 -1.68%

11/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.12B

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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 %
Cash	2.97	2.97
Shares	96.59	96.59
Other	0.45	0.45

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	26.47	22.09
Price to Book	3.39	3.14
Price to Sales	2.80	2.11
Price to Cash Flow	15.77	12.37
Dividend Yield	0.10	0.65
5 Years Earnings Growth	15.99	14.19

Sector Allocation

Name	Net %	Category Average
Technology	29.56	23.94
Healthcare	18.33	20.24
Industrials	16.96	20.32
Consumer Cyclical	15.39	11.09
Consumer Defensive	11.06	4.59
Financial Services	8.70	10.12

Region Allocation

Equities

North America
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 48

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Ollie's Bargain Outlet	US6811161099	4.40	127.01	+0.26%
Paylocity Holdng	US70438V1061	4.25	177.16	-3.14%
RBC Bearings	US75524B1044	4.22	378.24	-0.18%
Bellring	US07831C1036	4.13	57.94	-0.60%
Healthequity Inc	US42226A1079	3.83	94.52	-2.75%
Pinnacle	US72346Q1040	3.69	118.20	-1.20%
The Ensign	US29358P1012	3.54	143.98	-1.20%
Nova	IL0010845571	3.41	93,250	-1.95%
Shift4 Payments Inc	US82452J1097	3.17	100.93	-2.61%
Addus	US0067391062	3.15	110.92	-1.14%

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.58B	-4.60	13.24	10.78
Wasatch Core Growth	1.97B	-4.66	13.10	10.64
Wasatch Small Cap Value Fund Instit	1.06B	-4.40	13.66	8.68
Wasatch Small Cap Growth Investor	812.85M	-3.23	9.70	8.83
Wasatch Small Cap Value	546.85M	-4.46	13.57	8.55

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Recent Quotes

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