Wasatch US Select Investor holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Wasatch U.S. Select Fund™ Investor Class WAUSX
- NAV / 1-Day Return 13.33 / −0.45 %
- Total Assets 16.7M
-
Adj. Expense Ratio
1.000%
- Expense Ratio 1.010%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Mid-Cap Growth
- Investment Style Small Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 59%
USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis WAUSX
Will WAUSX 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 40.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
HealthEquity Inc | 5.69 | 921,109 | Healthcare |
UL Solutions Inc Class A common stock | 4.18 | 675,995 | Industrials |
Saia Inc | 4.05 | 655,488 | Industrials |
Ensign Group Inc | 4.04 | 653,263 | Healthcare |
SharkNinja Inc | 3.99 | 645,249 | Consumer Cyclical |
Everus Construction Group Inc | 3.90 | 630,440 | Industrials |
RBC Bearings Inc | 3.84 | 621,872 | Industrials |
Rollins Inc | 3.79 | 612,613 | Consumer Cyclical |
Camtek Ltd | 3.78 | 611,443 | Technology |
Fabrinet | 3.60 | 582,538 | Technology |
United States