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Wasatch Small Cap Growth Investor (WAAEX)
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34.76 - YTD Return 4.03%
- Expense Ratio 1.15%
- Category Small Growth
- Last Cap Gain 2.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 2.33B
- Beta (5Y Monthly) 1.20
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 27.00%
- Last Dividend --
- Inception Date Dec 8, 1986
The fund invests primarily in small growth companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States).
Wasatch
Fund Family
Small Growth
Fund Category
2.33B
Net Assets
1986-12-08
Inception Date
Performance Overview: WAAEX
Trailing returns as of 4/18/2024. Category is Small Growth.
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Holdings: WAAEX
Top 10 Holdings (35.73% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorWAAEX
Technology 27.82%
Consumer Cyclical 20.59%
Healthcare 19.98%
Industrials 15.85%
Financial Services 8.09%
Consumer Defensive 7.66%
Real Estate 0.00%
Basic Materials 0.00%
Communication Services 0.00%
Utilities 0.00%
Energy 0.00%
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