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Wasatch Long/Short Alpha Institutional WGLSX

Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 14.59  /  −0.07 %
  • Total Assets 69.3 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 2.340%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield
  • Turnover 75%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 11:22 PM GMT+0

Morningstar’s Analysis WGLSX

Will WGLSX outperform in future?

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

A strong management team and sound investment process underpin Wasatch Long/ Short Alpha Institutional's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings WGLSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

26.71 12.3 Mil
Cash and Equivalents

HealthEquity Inc

3.32 1.5 Mil
Healthcare

ICF International Inc

3.08 1.4 Mil
Industrials

Ensign Group Inc

3.04 1.4 Mil
Healthcare

Intra-Cellular Therapies Inc

2.96 1.4 Mil
Healthcare

Roper Technologies Inc

2.89 1.3 Mil
Technology

Pool Corp

2.73 1.3 Mil
Industrials

MarketAxess Holdings Inc

2.68 1.2 Mil
Financial Services

Kadant Inc

2.68 1.2 Mil
Industrials

Paylocity Holding Corp

2.67 1.2 Mil
Technology