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Morningstar

Wasatch Small Cap Growth Investor WAAEX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Wasatch Investment Hub

Morningstar’s Analysis WAAEX

Will WAAEX 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 WAAEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WAAEX 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 WAAEX’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
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