Wasatch Small Cap Growth Fund Investor Class
FundWAAEXNASDAQ0.00 n/a
+0.00%(+0.00)
About
The primary objective of this fund is to achieve substantial long-term capital appreciation. Generating income for investors is a less significant consideration. It primarily allocates its assets to small, rapidly expanding companies. A fundamental policy dictates that at least 80% of its net assets (including any funds borrowed for investment purposes) must be invested in the common stocks of small-capitalization firms. Furthermore, the portfolio has the flexibility to commit up to 20% of its total assets, at the point of acquisition, to international equities originating from companies across developed, emerging, and frontier markets.
Key Facts
Expense Ratio
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Assets Under Management
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NAV
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Holdings
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Inception Date
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Asset Class
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Issuer
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Avg. Volume
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Market Cap
$1.17B
Beta
1.26
52-Week Range
$33.45$38.99$40.98
52W LowCurrent52W High
Performance
1 Week
+3.70%
1 Month
+6.30%
3 Months
+12.66%
YTD
+4.28%
1 Year
−3.61%
3 Years
+19.02%
5 Years
−37.64%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
Holdings data isn't available for this fund yet.