WAAEX – Fund Analysis – Wasatch Small Cap Growth Investor | Morningstar

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Will WAAEX outperform in the future?

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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.

Don’t throw in the towel.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Wasatch Small Cap Growth’s ugly 2025 doesn’t reduce its long-term appeal.

by Tony Thomas

Rated on Apr 27, 2026 Published on Apr 27, 2026

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