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

US Funds

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9.310 +0.280 +3.10%

21/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 901.46M

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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	2.140	2.140	0.000
Shares	97.860	97.860	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.583	15.488
Price to Book	2.453	1.890
Price to Sales	1.693	1.270
Price to Cash Flow	10.571	8.587
Dividend Yield	1.508	1.480
5 Years Earnings Growth	11.239	11.804

Sector Allocation

Name	Net %	Category Average
Industrials	21.850	19.293
Financial Services	15.240	18.002
Technology	14.810	14.838
Consumer Defensive	13.810	4.240
Healthcare	12.280	11.994
Consumer Cyclical	11.290	12.152
Basic Materials	4.980	4.910
Real Estate	2.980	6.515
Energy	2.770	4.742

Region Allocation

Equities

North America
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 59

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
The Ensign	US29358P1012	2.86	184.99	+3.15%
Medpace Holdings	US58506Q1094	2.80	591.82	+0.97%
Bank Ozk	US06417N1037	2.79	44.71	+3.40%
Camtek	IL0010952641	2.50	32,760	+0.03%
Nova	IL0010845571	2.44	95,010	+0.39%
The Vita Coco Co Inc	-	2.39	-	-
Granite Construction	US3873281071	2.28	103.85	+1.41%
Ollie's Bargain Outlet	US6811161099	2.25	124.34	+2.89%
Hawkins	US4202611095	2.21	127.01	+5.69%
Standex	US8542311076	2.20	229.31	+3.21%

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.13B	-8.65	10.55	10.86
Wasatch Core Growth	1.48B	-8.75	10.42	10.72
Wasatch Small Cap Growth Institutio	740.01M	-7.25	7.66	-
Wasatch Small Cap Growth Investor	658.63M	-7.30	7.56	9.29
Wasatch Micro Cap	486.53M	1.57	11.56	13.02

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Recent Quotes

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Wasatch Small Cap.	9.310	+0.280	+3.10%
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