Skip to Content
Morningstar

Wasatch Small Cap Growth Investor WAAEX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
32.16  /  1.61 %
Total Assets
2.1 Bil
Adj. Expense Ratio
1.120%
Expense Ratio
1.120%
Fee Level
Average
Longest Manager Tenure
9.83 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.00%
Turnover
40%

USD | NAV as of Dec 01, 2022 | 1-Day Return as of Dec 01, 2022, 11:11 PM GMT+00:00

Morningstar’s Fund Analysis WAAEX

Will WAAEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WAAEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WAAEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of WAAEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Wasatch Global Investors Reopens Multiple Funds; No Changes to Ratings

Associate Director

Analyst Note

|

On Sept. 7, 2022, Wasatch Global Investors fully reopened six funds, including three under Morningstar’s coverage: Wasatch Core Growth, Wasatch Small Cap Growth, and Wasatch International Opportunities. Those funds retain their Morningstar Analyst Ratings of Gold (for Wasatch Core Growth and Wasatch Small Cap Growth) and Bronze (for Wasatch International Opportunities).

Unlock our full analysis with Morningstar Investor