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Wasatch Small Cap Growth Fund® Investor Class (WAAEX)

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44.87 +0.62    +1.40%
25/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 952.36M
Wasatch Small Cap Growth Investor 44.87 +0.62 +1.40%

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 Change37.47%
Prev. Close44.25
Risk Rating
TTM Yield0%
ROE13.18%
IssuerN/A
Turnover13%
ROA5.83%
Inception Date31754
Total Assets952.36M
Expenses1.17%
Min. Investment2,000
Market Cap5.11B
CategorySmall Growth
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Wasatch Small Cap Growth Fund® Investor Class Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1094 1047 1347 734 1473 2502
Fund Return 9.42% 4.73% 34.69% -9.81% 8.06% 9.61%
Place in category 366 54 257 488 318 133
% in Category 59 8 43 89 66 38

Top Equity Funds by Wasatch

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wasatch Core Growth Institutional 2.97B 12.13 1.13 12.46
  Wasatch Core Growth 2.31B 12.03 1.00 12.32
  Wasatch Small Cap Growth Institutio 1.38B 9.52 -9.71 -
  Wasatch Small Cap Value Fund Instit 1.12B 11.49 5.43 10.18
  Wasatch Ultra Growth 675.36M 8.79 -10.10 12.58

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 18.81B 8.97 -0.27 10.31
  Vanguard Small Cap Growth Index Adm 14B 10.85 -2.75 8.72
  Neuberger Berman Genesis R6 5.17B 10.06 1.71 9.99
  T. Rowe Price QM US Small-Cap Gr Eq 4.99B 13.87 2.08 -
  T. Rowe Price Instl Small-Cap Stock 4.87B 8.97 -1.03 9.85

Top Holdings

Name ISIN Weight % Last Change %
Clearwater Analytics Holdings Inc Class A - 4.03 - -
  Healthequity Inc US42226A1079 3.88 103.44 -0.31%
  RBC Bearings US75524B1044 3.74 338.02 -0.22%
  Bellring US07831C1036 3.70 78.97 +2.54%
  The Ensign US29358P1012 3.54 145.91 +0.49%

Technical Summary

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