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Morningstar

Wasatch Small Cap Growth Institutional WIAEX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 35.28  /  −0.40 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 27%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis WIAEX

Will WIAEX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WIAEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WIAEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WIAEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Far from worrisome, its recent changes are likely positive.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

A few changes at Wasatch Small Cap Growth are modestly positive, if anything, and reinforce the strategy’s High People and Process ratings.

by Tony Thomas
Rated on Published on

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Portfolio Holdings WIAEX

More WIAEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RBC Bearings Inc

4.13 94.6 Mil
Industrials

Nova Ltd

3.89 89.0 Mil
Technology

Ensign Group Inc

3.85 88.3 Mil
Healthcare

CyberArk Software Ltd

3.76 86.2 Mil
Technology

Medpace Holdings Inc

3.59 82.3 Mil
Healthcare

Pinnacle Financial Partners Inc

3.59 82.2 Mil
Financial Services

BellRing Brands Inc Class A

3.45 79.0 Mil
Consumer Defensive

HealthEquity Inc

3.40 78.0 Mil
Healthcare

Globant SA

3.05 69.9 Mil
Technology

Five Below Inc

3.03 69.4 Mil
Consumer Cyclical