About WAUSX
The Wasatch U.S. Select Fund Investor Class is a mutual fund focused on mid-cap growth equities, managed by Wasatch Global Investors. Its primary objective is to achieve long-term capital appreciation by investing predominantly in U.S.-listed mid-sized companies exhibiting strong growth potential. The fund typically maintains a concentrated portfolio, with a significant portion of assets allocated to its top holdings—recently representing over 38% of the portfolio—demonstrating a high conviction, active management approach.
Key sectors impacted by the fund include technology, healthcare, industrials, and consumer defensive industries, as seen in its top holdings such as Roper Technologies, Copart, HealthEquity, and BellRing Brands. Valued for a disciplined investment process led by an experienced management team, the fund is designed for investors seeking exposure to U.S. mid-cap growth stocks with a focus on quality businesses with sustainable competitive advantages.
The fund carries an expense ratio of approximately 1.01% and is classified as a no-load share class. It pays periodic dividends and does not invest in bonds, holding only minimal cash for liquidity purposes. The Wasatch U.S. Select Fund Investor Class plays a specialized role in the market by offering targeted mid-cap growth exposure with active, research-driven security selection.
Fund Family Wasatch
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol WAUSX
Share Class Investor Class
WAUSX had a total return of -4.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.75%.
