WAAEX : Wasatch Small Cap Growth Fund® Investor Class

WAAEX is a US Stocks Market Small Growth with MODERATE fees.

WAAEX

Wasatch Small Cap Growth Fund® Investor Class

FI Score

50 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

50% FI Score
  • waaex
  • Mutual Fund
  • US Stocks
  • Small Growth

Wasatch Small Cap Growth Fund® Investor Class

Expenses: 1.17% (Better than 1% of similar funds)

This is an OK choice for a Small Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term growth of capital; income is a secondary consideration. 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 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 in developed markets, emerging markets, or frontier markets.

Largest Holdings

Amount Holding
3.72% Five9 Inc
3.34% Medpace Holdings Inc
3.27% RBC Bearings Inc
3.20% Paylocity Holding Corp
3.03% Monolithic Power Systems Inc
3.02% Icon PLC
2.89% DocuSign Inc
2.88% Barnes Group Inc
2.74% Ollie's Bargain Outlet Holdings Inc
2.65% Euronet Worldwide Inc
2.62% Ensign Group Inc
2.61% Freshpet Inc
2.57% Neogen Corp
2.49% Globant SA
2.43% Monro Inc
2.43% Rapid7 Inc
2.42% Medallia Inc
2.31% CyberArk Software Ltd
2.29% HealthEquity Inc
2.09% Floor & Decor Holdings Inc
2.08% Proofpoint Inc
2.02% HubSpot Inc
1.96% Five Below Inc
1.91% SiteOne Landscape Supply Inc
1.91% Pinnacle Financial Partners Inc

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