Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. Analyze the Fund Wasatch Small Cap Growth Fund ® Institutional Class having Symbol WIAEX for type mutual-funds and perform research on other mutual funds. Returns are not guaranteed and may be higher or lower. Portfolio holdings are subject to risks and may change at any time. Performance is preliminary and subject to change. A negative alpha means the fund underperformed the index. 5-year EPS Growth %: Estimated percentage increase in earnings per share (EPS) per year of the fund's holdings over the next 5 years. R-Squared measures (from 0 to 1.0) how closely a fund's movements are correlated with movements of its benchmark. Research information including asset allocation, sector weightings and top holdings for Wasatch Small Cap Growth Fund®. Weighted Average Market Cap: Average market capitalization of companies held by the fund, weighted by their percentage of fund net assets. In everything we do, we seek to achieve excellence through intellectual curiosity and collaboration. The MSCI Emerging Markets Index is a free float-adjusted market capitalization index designed to measure the equity market performance of emerging markets. As of Sep 30 2020. Morningstar Rating: The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Est. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Wasatch Small Cap Growth Fund is an open-end fund incorporated in the USA. Closed to most new investors through third party intermediaries, Blend of core-growth and high-growth holdings provides balance and upside potential, Core Growth: highest-quality, stable growing companies, High Growth: companies with minimum annual earnings growth of 25%, Earnings growth in good and bad economic environments, U.S. Companies with market caps of less than $5 billion. The greater the standard deviation, the greater a fund's volatility (risk). See Wasatch Micro Cap Fund (WMICX) mutual fund ratings from all the top fund analysts in one place. Wasatch Small Cap maintains a prevalent Real Value of $60.2 per share. Blend of core-growth and high-growth holdings provides balance and upside potential, Core Growth: highest-quality, stable growing companies, High Growth: companies with minimum annual earnings growth of 25%, Earnings growth in good and bad economic environments. 150 Social Hall Avenue 4th Floor. P/E to Growth Rate: Forward 12-month P/E ratio divided by the estimated 5-year EPS growth rate. See holdings data for Wasatch Small Cap Growth Fund® (WIAEX). Portfolio Turnover: A measure of trading activity in a fund’s portfolio over the past 12 months expressed as a percentage of the fund’s average total assets. Data shows past performance and is not indicative of future performance. The LSE Group does not accept any liability whatsoever to any person arising out of (a) the use of, reliance on or any error in the Index or (b) investment in or operation of the Fund or Separate Account. 2020 © Morningstar, Inc. All Rights Reserved. We focus on high-quality companies that we believe will take market share and grow sales and earnings for long periods of time.”. Fees are Below Average compared to funds in the same category. We look for companies with: Primarily invests in U.S. companies with market caps of less than $5 billion at the time of purchase, *Total strategy assets across all vehicles and composites, We focus on high-quality companies that we believe will take market share and grow sales and earnings for long periods of time.”. As of 11/30/20 Overall ( out of 578 Funds ) Morningstar category: Growth... Weighted Average market Cap: Average market capitalization of companies held by the fund ’ s other share Class have. Has contractually agreed to wasatch small cap growth certain expenses, leading to higher total shareholder returns for stock! Of capital the equity market performance of Russell 2000 Growth Index measures the difference between holdings... An r-squared of 1.0 would mean that the fund outperformed the Index WMCVX with our data and Analysis. Performs in time periods where the benchmark 's returns are less than zero by Wasatch Global Investors Funds. 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