Wasatch US Select Inst (WGUSX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
15.02
+0.07 (0.47%)
Jun 27, 2025, 4:00 PM EDT
6.90% (1Y)
| Fund Assets | 23.41M |
| Expense Ratio | 0.86% |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | 0.49 |
| Dividend Yield | 3.30% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 12, 2024 |
| Previous Close | 14.95 |
| YTD Return | 0.60% |
| 1-Year Return | 10.25% |
| 5-Year Return | n/a |
| 52-Week Low | 12.47 |
| 52-Week High | 16.89 |
| Beta (5Y) | n/a |
| Holdings | 34 |
| Inception Date | n/a |
About WGUSX
WGUSX is a mutual fund that trades on the NASDAQ stock exchange in the United States.
Category Mid-Cap Growth
Stock Exchange NASDAQ
Ticker Symbol WGUSX
Share Class Institutional Class
Performance
WGUSX had a total return of 10.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.04%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| WAUSX | Investor Class | 1.01% |
Top 10 Holdings
39.17% of assets| Name | Symbol | Weight |
|---|---|---|
| Roper Technologies, Inc. | ROP | 4.61% |
| Copart, Inc. | CPRT | 4.32% |
| HealthEquity, Inc. | HQY | 4.16% |
| AMETEK, Inc. | AME | 4.06% |
| HEICO Corporation | HEI.A | 4.06% |
| Morningstar, Inc. | MORN | 4.01% |
| RBC Bearings Incorporated | RBC | 3.59% |
| BellRing Brands, Inc. | BRBR | 3.53% |
| The Ensign Group, Inc. | ENSG | 3.43% |
| Shift4 Payments, Inc. | FOUR | 3.39% |