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Wasatch Small Cap Growth Institutional (WIAEX)
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9/21 12:03 PM
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43.29 - YTD Return 9.52%
- Expense Ratio 1.06%
- Category Small Growth
- Last Cap Gain 2.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 2.11B
- Beta (5Y Monthly) 1.21
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 27.00%
- Last Dividend --
- Inception Date Dec 8, 1986
The fund invests primarily in small growth companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States).
Wasatch
Fund Family
Small Growth
Fund Category
2.11B
Net Assets
1986-12-08
Inception Date
Performance Overview: WIAEX
View MoreTrailing returns as of 11/6/2024. Category is Small Growth.
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Holdings: WIAEX
View MoreTop 10 Holdings (34.05% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorWIAEX
Technology 29.67%
Healthcare 21.27%
Industrials 16.87%
Consumer Cyclical 16.84%
Consumer Defensive 8.66%
Financial Services 6.69%
Real Estate 0.00%
Basic Materials 0.00%
Communication Services 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: WIAEX
View MoreResearch Reports: WIAEX
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KMKYX Kinetics Market Opportunities Inst
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