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Wasatch Small Cap Growth Investor WAAEX

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%

Morningstar’s Fund Analysis WAAEX

Will WAAEX outperform in future?

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

Wasatch Global Investors Reopens Multiple Funds; No Changes to Ratings

Associate Director

Analyst Note

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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).

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