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
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.
Wasatch US Select Inst
Salt Lake City, UT 84111
150 Social Hall Avenue 4th Floor
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 Operations
| Last Dividend | -- |
| Last Cap Gain | 15.00 |
| Holdings Turnover | 36.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | WGUSX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.86% | 1.09% |
| Prospectus Net Expense Ratio | 0.86% | -- |
| Prospectus Gross Expense Ratio | 1.26% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.36% |
| Max Deferred Sales Load | -- | 1.27% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Paul S. Lambert, Lead Manager since June 13, 2022
Paul Lambert joined Wasatch Advisors as an analyst in 2000. From 1999 until joining the Advisor, Mr. Lambert worked for Fidelity Investments. Mr. Lambert holds a Bachelor of Science in Finance from the University of Utah. He was a founding member of the University of Utah's investment club. Morningstar Style Box
Morningstar Category
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