Wasatch Funds Trust - Wasatch Long/Short Alpha Fund (WALSX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
14.39
+0.03 (0.21%)
Dec 24, 2024, 4:00 PM EST
10.35%
Fund Assets 79.44M
Expense Ratio 2.67%
Min. Investment $2,000
Turnover 41.00%
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 14.36
YTD Return 9.45%
1-Year Return 10.12%
5-Year Return n/a
52-Week Low 12.69
52-Week High 15.98
Beta (5Y) n/a
Holdings 114
Inception Date n/a

About WALSX

The fund adviser seeks to provide higher risk-adjusted returns with lower volatility compared to domestic equity markets. The adviser will establish long and short positions in a portfolio of equity securities of companies of all market capitalizations. Under normal market conditions, the advisor expects to invest the fund’s assets primarily (greater than 65%) in companies domiciled in the U.S. or listed on a U.S. exchange. The fund is non-diversified.

Fund Family Wasatch
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol WALSX

Performance

WALSX had a total return of 10.12% in the past year. Since the fund's inception, the average annual return has been 11.88%, including dividends.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
WGLSX Institutional Class Shares 2.34%

Top 10 Holdings

32.63% of assets
Name Symbol Weight
The Ensign Group, Inc. ENSG 4.05%
Guidewire Software, Inc. GWRE 3.87%
Kadant Inc. KAI 3.68%
Floor & Decor Holdings, Inc. FND 3.22%
HealthEquity, Inc. HQY 3.20%
Hamilton Lane Incorporated HLNE 3.09%
Roper Technologies, Inc. ROP 2.95%
National Storage Affiliates Trust NSA 2.92%
RBC Bearings Incorporated RBC 2.88%
Morningstar, Inc. MORN 2.79%
View More Holdings