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Wasatch Small Cap Growth Investor WAAEX

Analyst rating as of
NAV / 1-Day Return
33.00  /  3.42 %
Total Assets
2.3 Bil
Adj. Expense Ratio
1.120%
Expense Ratio
1.120%
Fee Level
Average
Longest Manager Tenure
9.40 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
2,000
Status
Limited
TTM Yield
0.00%
Turnover
40%

Morningstar’s Analysis

Will WAAEX outperform in future?

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

A fine offering from proven small-cap investors.

Associate Director

Summary

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Proven personnel and an effective research process earn Wasatch Small Cap Growth a Morningstar Analyst Rating of Gold. The mutual fund is closed to most new investors except those buying directly from Wasatch or through existing client relationships.

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