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Morningstar

Wasatch US Select Investor WAUSX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 14.18  /  +0.07 %
  • Total Assets 26.1 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.020%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 31%

USD | NAV as of Apr 29, 2024 | 1-Day Return as of Apr 29, 2024, 10:35 PM GMT+0

Morningstar’s Analysis WAUSX

Will WAUSX outperform in 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 WAUSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A strong management team and sound investment process underpin Wasatch US Select Investor's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WAUSX

More WAUSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AMETEK Inc

4.44 1.0 Mil
Industrials

Amphenol Corp Class A

4.43 1.0 Mil
Technology

Roper Technologies Inc

4.35 989,484
Technology

Usd

4.06 923,240
Cash and Equivalents

Copart Inc

3.96 900,473
Industrials

Ensign Group Inc

3.91 889,264
Healthcare

Workday Inc Class A

3.45 784,839
Technology

Ansys Inc

3.26 742,452
Technology

Tyler Technologies Inc

3.26 742,163
Technology

Hamilton Lane Inc Class A

3.25 740,309
Financial Services