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

US Funds

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10.290 -0.100 -0.96%

31/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.05B

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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	1.920	1.920	0.000
Shares	98.080	98.080	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.373	15.624
Price to Book	2.493	1.929
Price to Sales	1.842	1.297
Price to Cash Flow	8.917	8.735
Dividend Yield	1.672	1.463
5 Years Earnings Growth	13.369	11.989

Sector Allocation

Name	Net %	Category Average
Financial Services	22.480	17.450
Industrials	17.800	19.397
Consumer Cyclical	16.740	12.321
Technology	12.150	14.392
Healthcare	8.010	11.838
Energy	6.120	5.016
Basic Materials	5.990	5.081
Consumer Defensive	5.750	4.371
Real Estate	4.960	6.785

Region Allocation

Equities

North America
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 58

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
National Storage Affiliates Trust	US6378701063	3.07	37.15	-0.80%
Kadant	US48282T1043	2.68	372.90	-0.88%
Artisan Partners AM	US04316A1088	2.62	44.69	+0.18%
Ufp Industries	US90278Q1085	2.61	115.65	-2.26%
Pinnacle	US72346Q1040	2.56	124.77	-0.92%
ICF International	US44925C1036	2.45	116.71	-2.62%
Valvoline	US92047W1018	2.43	37.11	-1.67%
Cohen Steers	US19247A1007	2.38	88.63	-0.23%
Grand Canyon Education	US38526M1062	2.38	175.64	+0.69%
CTS Corp	US1265011056	2.35	51.09	-0.27%

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.83B	13.31	1.59	12.36
Wasatch Core Growth	2.21B	13.19	1.46	12.22
Wasatch Small Cap Growth Institutio	1.3B	15.63	-5.68	-
Wasatch Small Cap Growth Investor	923.61M	15.50	-5.78	9.93
Wasatch Ultra Growth	627.04M	8.25	-8.03	12.13

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Small Cap.	10.290	-0.100	-0.96%