Wasatch Small Cap Growth Fund® Investor Class WAAEX

Morningstar Medalist Rating
  • NAV / 1-Day Return $37.73  /  +1.81 %
  • Fund Size $976.6M
  • Adjusted Expense Ratio 1.140%
  • Net Expense Ratio 1.140%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 39%

Morningstar’s Analysis WAAEX

Will WAAEX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Don’t throw in the towel.

Principal Tony Thomas

Tony Thomas

Principal

Summary

Wasatch Small Cap Growth’s ugly 2025 doesn’t reduce its long-term appeal.

Rated on Published on

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Portfolio Holdings WAAEX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HealthEquity Inc

5.90 68M
Healthcare

Construction Partners Inc Class A

3.46 40M
Industrials

Loar Holdings Inc

3.37 39M
Industrials

PJT Partners Inc Class A

3.36 39M
Financial Services

Global E Online Ltd

3.30 38M
Consumer Cyclical

Ensign Group Inc

3.30 38M
Healthcare

UFP Technologies Inc

3.21 37M
Healthcare

Medpace Holdings Inc

3.18 37M
Healthcare

JFrog Ltd Ordinary Shares

3.17 37M
Technology

Agilysys Inc

3.03 35M
Technology

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