Although 2022 was disappointing, recently reopened Wasatch Small Cap Growth’s team and process remain worthy of confidence and retain the strategy’s Morningstar Analyst Rating of Gold.
- NAV / 1-Day Return 31.90 / 0.47 %
- Total Assets 2.1 Bil
-
Adj. Expense Ratio
1.150%
- 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 40%
Morningstar’s Analysis WAAEX
Will WAAEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 60
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector