Morningstar

Wasatch Long/Short Alpha Fund Investor Class Shares WALSX

Morningstar Medalist Rating
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Medalist Rating as of See Wasatch Investment Hub
  • NAV / 1-Day Return $13.57  /  −1.09 %
  • Fund Size $37.0M
  • Adjusted Expense Ratio 1.580%
  • Net Expense Ratio 2.100%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Long-Short Equity
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis WALSX

Will WALSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WALSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WALSX 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 WALSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WALSX

More WALSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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