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Wasatch Small Cap Growth Institutional (WIAEX)

42.54 -0.75 (-1.73%)
At close: 4:25 PM EST
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DELL
  • Previous Close 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

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Trailing returns as of 11/6/2024. Category is Small Growth.

YTD Return

WIAEX
9.52%
Category
12.40%
?

1-Year Return

WIAEX
34.84%
Category
55.69%
?

3-Year Return

WIAEX
9.71%
Category
19.34%
?

5-Year Return

WIAEX
8.17%
Category
20.72%
?

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Holdings: WIAEX

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Top 10 Holdings (34.05% of Total Assets)

SymbolCompany% Assets
CWAN
Clearwater Analytics Holdings, Inc. 4.03%
HQY
HealthEquity, Inc. 3.88%
RBC
RBC Bearings Incorporated 3.74%
BRBR
BellRing Brands, Inc. 3.70%
ENSG
The Ensign Group, Inc. 3.54%
AAON
AAON, Inc. 3.19%
PCTY
Paylocity Holding Corporation 3.08%
PNFP
Pinnacle Financial Partners, Inc. 3.04%
OLLI
Ollie's Bargain Outlet Holdings, Inc. 2.93%
GLOB
Globant S.A. 2.92%

Sector Weightings

Recent News: WIAEX

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Research Reports: WIAEX

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