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Wasatch Small Cap Growth Investor WAAEX

Medalist Rating as of | See Wasatch Investment Hub
  • 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.

Don’t panic after an ugly year.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

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.

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Portfolio Holdings WAAEX

  • 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
3.87
86,682,354
Technology
3.80
84,961,405
Healthcare
3.54
79,166,276
Healthcare
3.30
73,782,664
Industrials
3.06
68,454,620
Healthcare
2.94
65,843,983
Technology
2.94
65,752,924
Industrials
2.93
65,619,049
Technology
2.86
64,010,326
Consumer Cyclical
2.81
62,890,884
Healthcare