A few changes at Wasatch Small Cap Growth are modestly positive, if anything, and reinforce the strategy’s High People and Process ratings.
Wasatch Small Cap Growth Investor WAAEX
- NAV / 1-Day Return 36.13 / +0.98 %
- Total Assets 2.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.150%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield —
- Turnover 27%
USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 PM GMT+0
Morningstar’s Analysis WAAEX
Will WAAEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Ensign Group Inc | 4.20 | 97.9 Mil | Healthcare |
HealthEquity Inc | 4.12 | 96.1 Mil | Healthcare |
RBC Bearings Inc | 3.85 | 89.8 Mil | Industrials |
Medpace Holdings Inc | 3.65 | 85.1 Mil | Healthcare |
BellRing Brands Inc Class A | 3.61 | 84.1 Mil | Consumer Defensive |
Nova Ltd | 3.53 | 82.3 Mil | Technology |
Pinnacle Financial Partners Inc | 3.47 | 80.9 Mil | Financial Services |
Paylocity Holding Corp | 3.22 | 75.0 Mil | Technology |
SiteOne Landscape Supply Inc | 3.11 | 72.4 Mil | Industrials |
Globant SA | 2.98 | 69.5 Mil | Technology |