A few changes at Wasatch Small Cap Growth are modestly positive, if anything, and reinforce the strategy’s High People and Process ratings.
Wasatch Small Cap Growth Institutional WIAEX
- NAV / 1-Day Return 36.08 / −0.30 %
- Total Assets 2.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.060%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield —
- Turnover 27%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:23 PM GMT+0
Morningstar’s Analysis WIAEX
Will WIAEX outperform in 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 35.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
RBC Bearings Inc | 4.13 | 94.6 Mil | Industrials |
Nova Ltd | 3.89 | 89.0 Mil | Technology |
Ensign Group Inc | 3.85 | 88.3 Mil | Healthcare |
CyberArk Software Ltd | 3.76 | 86.2 Mil | Technology |
Medpace Holdings Inc | 3.59 | 82.3 Mil | Healthcare |
Pinnacle Financial Partners Inc | 3.59 | 82.2 Mil | Financial Services |
BellRing Brands Inc Class A | 3.45 | 79.0 Mil | Consumer Defensive |
HealthEquity Inc | 3.40 | 78.0 Mil | Healthcare |
Globant SA | 3.05 | 69.9 Mil | Technology |
Five Below Inc | 3.03 | 69.4 Mil | Consumer Cyclical |