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 13.51 / +0.37 %
- Total Assets 36.6M
-
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 Oct 03, 2026 | 1-Day Return as of Oct 03, 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 43.0
|
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