Nasdaq - Delayed Quote USD

Wasatch Small Cap Growth Institutional (WIAEX)

40.43
+0.36
+(0.90%)
At close: 8:02:21 PM EDT
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  • Previous Close 40.07
  • YTD Return -13.40%
  • Expense Ratio 1.05%
  • Category Small Growth
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.74B
  • Beta (5Y Monthly) 1.24
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 28.00%
  • Last Dividend --
  • Inception Date Feb 1, 2016

The fund invests primarily in small growth companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States).

Wasatch

Fund Family

Small Growth

Fund Category

1.74B

Net Assets

2016-02-01

Inception Date

More about Wasatch Small Cap Growth Institutional

Performance Overview: WIAEX

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Trailing returns as of 5/15/2025. Category is Small Growth.

YTD Return

WIAEX
13.40%
Category
12.40%
 

1-Year Return

WIAEX
3.53%
Category
55.69%
 

3-Year Return

WIAEX
0.66%
Category
19.34%
 

5-Year Return

WIAEX
6.28%
Category
20.72%
 

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Holdings: WIAEX

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Sector Weightings

SectorWIAEX
Technology   29.56%
Healthcare   18.33%
Industrials   16.96%
Consumer Cyclical   15.39%
Consumer Defensive   11.06%
Financial Services   8.70%
Real Estate   0.00%
Basic Materials   0.00%
Communication Services   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: WIAEX

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Research Reports: WIAEX

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