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Wasatch Small Cap Growth Investor WAAEX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
60.84  /  0.96 %
Total Assets
3.5 Bil
Adj. Expense Ratio
1.160%
Expense Ratio
1.160%
Fee Level
Average
Longest Manager Tenure
8.39 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
2,000
Status
Limited
TTM Yield
0.00%
Turnover
37%

USD | NAV as of Jun 18, 2021 | 1-Day Return as of Jun 18, 2021, 10:18 PM GMT+00:00

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Morningstar’s Analysis

Will WAAEX outperform in future?

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

Process Pillar

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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

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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

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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 Closes Two Funds After Brief Open Period; Ratings Unchanged

Director

Analyst Note

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Wasatch Global Investors closed Wasatch Core Growth and Wasatch Small Cap Growth to most new investors on July 31, 2020. The firm had reopened both funds only four months earlier amid market volatility, but the quick return to closure shows that Wasatch remains careful about capacity. Both funds retain their Morningstar Analyst Ratings of Gold.

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