Nasdaq - Delayed Quote USD
Wasatch US Select Inst (WGUSX)
13.27
+0.03
+(0.23%)
At close: April 17 at 8:02:22 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -11.12% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | -- |
| Best 1Y Total Return (Apr 17, 2025) | 33.55% |
| Worst 1Y Total Return (Apr 17, 2025) | -- |
| Best 3Y Total Return | 33.55% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WGUSX
Category
- YTD
- -6.76%
- 10.80%
- 1-Month
- -7.69%
- 4.43%
- 3-Month
- -6.76%
- 7.00%
- 1-Year
- -4.04%
- 48.17%
- 3-Year
- 0.00%
- 21.26%
- 5-Year
- 0.00%
- 20.18%
- 10-Year
- 0.00%
- 14.07%
- Last Bull Market
- 19.14%
- 27.14%
- Last Bear Market
- 0.00%
- -21.26%
Annual Total Return (%) History
Year
WGUSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -6.76% | -- | -- | -- |
| 2024 | 6.17% | -5.15% | 8.25% | 0.24% |
| 2023 | 11.75% | 7.63% | -4.73% | 16.54% |
| 2022 | -3.76% | 8.43% | -- | -- |
Rank in Category (By Total Return)
| YTD | 31 |
| 1-Month | 58 |
| 3-Month | 31 |
| 1-Year | 55 |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | -4.04% |
| 3-Year | -- |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | -11.12% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Wasatch |
| Net Assets | 29.05M |
| YTD Return | -6.76% |
| Yield | 0.00% |
| Morningstar Rating | -- |
| Inception Date | Jun 13, 2022 |
Fund Summary
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.
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