Wasatch Small Cap Growth Fund® Institutional Class (WIAEX)
| Fund Assets | 2.23B |
| Expense Ratio | 1.05% |
| Min. Investment | $100,000 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 37.13 |
| YTD Return | -11.00% |
| 1-Year Return | 3.58% |
| 5-Year Return | 37.24% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 47 |
| Inception Date | Feb 1, 2016 |
About WIAEX
WIAEX was founded on 2016-02-01. The Fund's investment strategy focuses on Small-Cap with 1.05% total expense ratio. The minimum amount to invest in Wasatch Funds Trust: Wasatch Small Cap Growth Fund; Institutional Class Shares is $100,000 on a standard taxable account. Wasatch Funds Trust: Wasatch Small Cap Growth Fund; Institutional Class Shares seeks long term growth of capital through investments in common stocks of companies believed to possess superior growth potential. Income is secondary. WIAEX is non-diversified and can be more heavily weighted in fewer stocks and subject to greater risk.
Performance
WIAEX had a total return of 3.58% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.91%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| WAAEX | Investor Class Shares | 1.15% |
Top 10 Holdings
37.57% of assets| Name | Symbol | Weight |
|---|---|---|
| Ollie's Bargain Outlet Holdings, Inc. | OLLI | 4.38% |
| Paylocity Holding Corporation | PCTY | 4.22% |
| RBC Bearings Incorporated | RBC | 4.20% |
| BellRing Brands, Inc. | BRBR | 4.11% |
| HealthEquity, Inc. | HQY | 3.81% |
| Pinnacle Financial Partners, Inc. | PNFP | 3.67% |
| The Ensign Group, Inc. | ENSG | 3.52% |
| Nova Ltd. | NVMI | 3.39% |
| Shift4 Payments, Inc. | FOUR | 3.15% |
| Addus HomeCare Corporation | ADUS | 3.13% |