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Wasatch US Select Inst (WGUSX)

13.27
+0.03
+(0.23%)
At close: April 17 at 8:02:22 PM EDT
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  • Previous Close 13.24
  • YTD Return -6.76%
  • Expense Ratio 0.86%
  • Category Mid-Cap Growth
  • Last Cap Gain 15.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 29.05M
  • Beta (5Y Monthly) --
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend --
  • Inception Date Jun 13, 2022

The fund will invest at least 80% of the fund’s net assets (plus borrowings for investment purposes) in equity securities of companies of all market capitalizations that are tied economically to the U.S. Equity securities include common stock. It may invest up to 20% of its total assets at the time of purchase in the equity securities of foreign companies (companies that are incorporated in any country outside the U.S. and whose securities principally trade outside the U.S.). The fund is non-diversified.

Wasatch

Fund Family

Mid-Cap Growth

Fund Category

29.05M

Net Assets

2022-06-13

Inception Date

Performance Overview: WGUSX

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Trailing returns as of 4/17/2025. Category is Mid-Cap Growth.

YTD Return

WGUSX
6.76%
Category
10.80%
 

1-Year Return

WGUSX
4.04%
Category
48.17%
 

3-Year Return

WGUSX
0.00%
Category
21.26%
 

5-Year Return

WGUSX
0.00%
Category
20.18%
 

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Holdings: WGUSX

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Sector Weightings

SectorWGUSX
Technology   47.89%
Industrials   21.83%
Healthcare   13.57%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: WGUSX

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Research Reports: WGUSX

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