Wasatch Long/Short Alpha Fund Institutional Class Shares (WGLSX)

Fund Assets	78.59M
Expense Ratio	2.34%
Min. Investment	$2,000
Turnover	75.00%
Dividend (ttm)	0.01
Dividend Yield	0.07%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	15.50
YTD Return	17.22%
1-Year Return	27.48%
5-Year Return	n/a
52-Week Low	12.15
52-Week High	16.06
Beta (5Y)	n/a
Holdings	114
Inception Date	n/a

About WGLSX

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
• Category: Long-Short Equity
• Stock Exchange: NASDAQ
• Ticker Symbol: WGLSX

Performance

WGLSX had a total return of 27.48% in the past year. Since the fund's inception, the average annual return has been 14.59%, including dividends.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
WALSX	Investor Class Shares	2.67%

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%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 15, 2022	$0.00965	Dec 15, 2022