Effective use of resources earns Wasatch Small Cap Growth a Morningstar Analyst Rating of Gold. The strategy is closed to new investors.
Will WAAEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of WAAEX’s parent organization’s priorities and whether they’re in line with investors’ interests.