Wasatch Long/Short Alpha Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Wasatch Long/Short Alpha Fund Investor Class Shares WALSX
- NAV / 1-Day Return 14.18 / +0.56 %
- Total Assets 39.5M
-
Adj. Expense Ratio
1.580%
- Expense Ratio 2.100%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Long-Short Equity
- Investment Style Small Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 39%
USD | NAV as of Aug 19, 2026 | 1-Day Return as of Aug 19, 2026, 8:30 PM GMT+0
Morningstar’s Analysis WALSX
Will WALSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Usd | 18.04 | 7M | Cash and Equivalents |
HealthEquity Inc | 5.48 | 2M | Healthcare |
JFrog Ltd Ordinary Shares | 4.60 | 2M | Technology |
Kadant Inc | 4.50 | 2M | Industrials |
RBC Bearings Inc | 4.38 | 2M | Industrials |
Casella Waste Systems Inc Class A | 4.36 | 2M | Industrials |
UL Solutions Inc Class A common stock | 4.18 | 2M | Industrials |
Medpace Holdings Inc | 4.13 | 2M | Healthcare |
Allison Transmission Holdings Inc | 3.90 | 2M | Consumer Cyclical |
Ensign Group Inc | 3.76 | 1M | Healthcare |
United States