Morningstar

Wasatch Small Cap Growth Fund® Institutional Class WIAEX

Morningstar Medalist Rating
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Medalist Rating as of See Wasatch Investment Hub
  • NAV / 1-Day Return$39.95  /  +1.05%
  • Fund Size$760.7M
  • Adjusted Expense Ratio1.050%
  • Net Expense Ratio1.050%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio39%
NAV and 1-Day Return as of

Morningstar’s Analysis WIAEX

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

  • People Pillar

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

Don’t throw in the towel.

Principal Tony Thomas

Tony Thomas

Principal

Summary

Wasatch Small Cap Growth’s ugly 2025 doesn’t reduce its long-term appeal.

by Tony Thomas
Rated on Published on

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Portfolio Holdings WIAEX

More WIAEX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings37.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HealthEquity Inc

6.6365M
Healthcare

Global E Online Ltd

4.4643M
Consumer Cyclical

Ollie's Bargain Outlet Holdings Inc

3.6135M
Consumer Defensive

Ensign Group Inc

3.5835M
Healthcare

Medpace Holdings Inc

3.2932M
Healthcare

PJT Partners Inc Class A

3.2832M
Financial Services

Agilysys Inc

3.2331M
Technology

Paymentus Holdings Inc Class A

3.0730M
Technology

Construction Partners Inc Class A

3.0129M
Industrials

Marex Group Ltd

2.9629M
Financial Services

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