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Wasatch Small Cap Growth Fund® Investor Class (WAAEX)

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40.11 -0.11    -0.27%
30/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 876.75M
Wasatch Small Cap Growth Investor 40.11 -0.11 -0.27%

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 Change36.8%
Prev. Close40.22
Risk Rating
TTM Yield0%
ROE10.92%
IssuerN/A
Turnover13%
ROA5.24%
Inception Date31754
Total Assets876.75M
Expenses1.17%
Min. Investment2,000
Market Cap4.55B
CategorySmall Growth
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Wasatch Small Cap Growth Fund® Investor Class Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1095 1094 1227 782 1484 2616
Fund Return 9.48% 9.45% 22.7% -7.89% 8.22% 10.1%
Place in category 435 82 403 490 371 151
% in Category 74 17 70 88 75 44

Top Equity Funds by Wasatch

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wasatch Core Growth Institutional 2.73B 12.43 3.22 13.33
  Wasatch Core Growth 2.13B 12.34 3.10 13.19
  Wasatch Small Cap Growth Institutio 1.27B 9.55 -7.80 -
  Wasatch Small Cap Value Fund Instit 1.04B 14.58 8.11 10.96
  Wasatch Ultra Growth 646.67M 7.25 -8.95 13.07

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 19.28B 10.86 1.96 10.97
  Vanguard Small Cap Growth Index Adm 14.13B 11.15 -0.95 9.18
  Neuberger Berman Genesis R6 4.85B 12.76 4.68 10.75
  T. Rowe Price QM US Small-Cap Gr Eq 4.61B 15.93 4.34 -
  T. Rowe Price Instl Small-Cap Stock 4.54B 10.10 0.86 10.62

Top Holdings

Name ISIN Weight % Last Change %
  The Ensign US29358P1012 4.38 154.99 -0.65%
  Healthequity Inc US42226A1079 4.30 85.25 -1.11%
  RBC Bearings US75524B1044 4.04 280.35 -2.10%
  Bellring US07831C1036 3.93 65.83 -1.47%
  Medpace Holdings US58506Q1094 3.90 314.22 -1.30%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Strong Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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