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Wasatch Small Cap Growth Investor WAAEX

Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 36.82  /  −0.62 %
  • Total Assets 2.2 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 27%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:17 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.

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.

Rated on Published on

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Portfolio Holdings WAAEX

  • 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