Wasatch Global Investors closed Wasatch Core Growth and Wasatch Small Cap Growth to most new investors on July 31, 2020. The firm had reopened both funds only four months earlier amid market volatility, but the quick return to closure shows that Wasatch remains careful about capacity. Both funds retain their Morningstar Analyst Ratings of Gold.
Will WAAEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of WAAEX’s parent organization’s priorities and whether they’re in line with investors’ interests.