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WAAEX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Wasatch Small Cap Growth Investor (WAAEX) Ownership - Who owns Wasatch Small Cap Growth Investor?

The investment seeks long-term growth of capital; income is a secondary objective... Show more

Category: #Small Growth

Profile

Category
Small Growth
Address
Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City
Phone
N/A
Web
www.wasatchfunds.com

Details

Group
Domestic Stock Funds
Category
Small Growth
Total Expense Ratio
1.15
Min. Initial Investment
2000.00
Fund Existence
over 38 years
Turnover
27.00
Front Load
N/A
Net Assets
1835289000.00
Manager Tenure
N/A

Fundamentals

WAAEX
Net Assets
1.84B
Fund Existence
over 38 years
Turnover
27.00
Total Expense Ratio
1.15
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.15
Assets in Top Ten Holdings
819M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
766M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
49.00
Number of Net Holdings
49.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
33.79%
Gain YTD
-11.316
Annual Yield % from dividends
0.00
Returns for 1 year
1.28
Returns for 3 years
-11.74
Returns for 5 years
37.30
Returns for 10 years
-29.20
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General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City
Phone
N/A
Web
www.wasatchfunds.com