Wasatch Long/Short Alpha Institutional 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 Long/Short Alpha Fund Institutional Class Shares WGLSX
- NAV / 1-Day Return 13.89 / +1.02 %
- Total Assets 38.0M
-
Adj. Expense Ratio
1.500%
- Expense Ratio 2.010%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Long-Short Equity
- Investment Style Small Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 39%
USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis WGLSX
Will WGLSX 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 43.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Usd | 15.11 | 5M | Cash and Equivalents |
HealthEquity Inc | 5.47 | 2M | Healthcare |
RBC Bearings Inc | 4.92 | 2M | Industrials |
Ensign Group Inc | 4.64 | 2M | Healthcare |
Kadant Inc | 4.51 | 2M | Industrials |
UL Solutions Inc Class A common stock | 4.34 | 2M | Industrials |
Bank OZK | 4.12 | 1M | Financial Services |
Medpace Holdings Inc | 4.04 | 1M | Healthcare |
Fabrinet | 3.81 | 1M | Technology |
Everus Construction Group Inc | 3.70 | 1M | Industrials |
United States