Past performance is not indicative of future results. At this time, the fund appears to be undervalued.We determine the value of Wasatch Small Cap from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. It is the sum of the absolute values of the different weightings of each holding in the fund versus each holding in the benchmark, divided by 2. The LSE Group makes no claim, prediction, warranty or representation either as to the results to be obtained from the Fund or Separate Account or the suitability of these indexes for the purpose to which they are being put by Wasatch Global Investors. Standard Deviation measures the degree to which a fund's performance has varied from its average performance over a particular time period. Portfolios with a number less than 1.0 would be considered undervalued, around 1.0 would be considered fair valued and significantly greater than 1.0 would be considered overvalued. Analyze the Fund Wasatch Small Cap Growth Fund ® Institutional Class having Symbol WIAEX for type mutual-funds and perform research on other mutual funds. WAAEX: Wasatch Small Cap Growth Fund - Fund Performance Chart. Find the latest Wasatch Small Cap Growth Fund (WAAEX) stock quote, history, news and other vital information to help you with your stock trading and investing. The Funds will be closed to new purchases, except purchases by new shareholders purchasing directly from Wasatch Funds, existing … Salt Lake City, Utah, June 29, 2020—Wasatch Global Investors announced today that effective at 4:00 p.m. EST on July 31, 2020, the Wasatch Core Growth and Small Cap Growth Funds—and related institutional strategies—will be “soft closed” to new investors. The hypothetical chart does not reflect the deduction of fees, sales charges, or taxes that you would pay on fund distributions or the redemption of fund shares. Wasatch Small Cap Growth Investor WAAEX Morningstar Analyst Rating Analyst rating as of Aug 21, 2020. Portfolios with a number less than 1.0 would be considered undervalued, around 1.0 would be considered fair valued and significantly greater than 1.0 would be considered overvalued. Income is a secondary objective, but only when consistent with long-term growth of capital. Current performance may be lower or higher than the data quoted. A positive alpha means the fund outperformed the index. Wasatch Core Growth and Small Cap Growth Funds to Close to New Investors. It is the sum of the absolute values of the different weightings of each holding in the fund versus each holding in the benchmark, divided by 2. Weights are calculated as a percentage of net assets including cash & cash equivalents, Salt Lake City, Utah, June 29, 2020—Wasatch Global Investors announced today that…, Decidedly few corners of the investing world are capable of engaging the…. The Small Cap Ultra Growth Composite contains fully discretionary equity accounts following the Small Cap Ultra Growth style. Exchange–traded funds and open ended mutual funds are considered a single population for comparative purposes. To receive a complete list of composite descriptions of Wasatch composites and/or a GIPS-compliant presentation, e-mail inforequest@wasatchglobal.com. View the latest Wasatch Small Cap Growth Fund;Investor (WAAEX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. Discover historical prices for WAAEX stock on Yahoo Finance. Wasatch Funds Trust. Wasatch Core Growth and Small Cap Growth Funds to Close to New Investors June 29, 2020 Salt Lake City, Utah, June 29, 2020—Wasatch Global Investors announced today that… P/E Ratio (forward and trailing): Sum of stock prices of the fund's holdings divided by the aggregate earnings per share of those holdings for the next 12 months (forward), or past 12 months (trailing), calculated as a weighted harmonic average. ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. Portfolio Turnover: A measure of trading activity in a fund's portfolio over the past 12 months expressed as a percentage of the fund's average total assets. Profile and investment. Data shows past performance and is not indicative of future performance. Income is a secondary objective, but only … Wasatch Global Investors closed Wasatch Core Growth and Wasatch Small Cap Growth to most new investors on July 31, 2020. The Advisor may absorb certain expenses, leading to higher total shareholder returns. Returns for periods less than one year are not annualized. 3 Year Earnings Growth 27.79 21.45. View daily, weekly or monthly format back to when Wasatch Small Cap Growth Fund stock was issued. Morningstar Rating: R-Squared measures (from 0 to 1.0) how closely a fund's movements are correlated with movements of its benchmark. Learn about WMCVX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Do you wonder what the value of Wasatch Small Cap is? The Small Cap Growth Composite contains fully discretionary equity accounts following the Small Cap Growth style. Wasatch Core Growth and Small Cap Growth Funds to Close to New Investors June 29, 2020 Salt Lake City, Utah, June 29, 2020—Wasatch Global Investors announced today that… The $1 billion Wasatch Micro Cap fund, which focuses on tiny companies poised for long-term growth, has posted an average annual return for the past five years of about 25%. WIAEX | A complete Wasatch Small Cap Growth Fund;Institutional mutual fund overview by MarketWatch. 800-551-1700. 150 Social Hall Avenue 4th Floor. The Russell 2000 Index represents the smallest 2,000 companies in the Russell 3000 Index, ranked by total market capitalization. The composite primarily invests in small growth companies with the goal of long-term growth of capital. All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. Small Growth. View mutual fund news, mutual fund market and mutual fund interest rates. Chart. Get the lastest Fund Performance for Wasatch Small Cap Growth Fund from Zacks Investment Research Fund holdings are subject to risks and may change at any time. Benchmark index. Fund. Wasatch Small Cap Growth Fund® Investor Class. Bond Holdings. Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. Weighted Average Market Cap: Average market capitalization of companies held by the fund, weighted by their percentage of fund net assets. Portfolio holdings are subject to risks and may change at any time. Source: Wasatch and FactSet. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Management Information. Salt Lake City, UT 84111. Performance is preliminary and subject to change. Beta measures a fund's risk in relation to the market. Wasatch Global Investors announced today that effective at 4:00 p.m. EST on July 31, 2020, the Wasatch Core Growth and Small Cap Growth Funds—and related institutional strategies—will be "soft closed" to new investors. Downside Capture explains how well a fund performs in time periods where the benchmark’s returns are less than zero. Analyze the Fund Wasatch Small Cap Growth Fund ® Investor Class having Symbol WAAEX for type mutual-funds and perform research on other mutual funds. While the 10 year overall rating formula seems to give the most weight to the 10 year period, the most recent 3–year period actually has the greatest impact because it is included in all 3 rating periods. A beta of 0.8 means the fund's total return is likely to move up or down 80% of the market change; 1.25 means total return is likely to move up or down 25% more than the market. 2020 © Morningstar, Inc. All Rights Reserved. Returns are not guaranteed and may be higher or lower. Wasatch Small Cap Growth Fund® Investor Class Inv (WAAEX) Dividend Growth History: By month or year. The Russell 2000 Growth Index measures the performance of Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. The last-minute price of the fund is $56.12. Portfolio Managers. Small Cap Growth; Small Cap Ultra Growth; Small Cap Value; Non-U.S. Standard Deviation measures the degree to which a fund’s performance has varied from its average performance over a particular time period. Active Share measures the difference between portfolio holdings and the benchmark. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. See risk data for Wasatch Small Cap Growth Fund® (WAAEX). Wasatch Funds are distributed by ALPS Distributors, Inc. ©2020 Wasatch Global Investors In everything we do, we seek to achieve excellence through intellectual curiosity and collaboration. The weights are 100% 3-year rating for 36-59 months of total returns, 60% 5 year rating/40% 3-year rating for 60-119 months of total returns, and 50% 10 year rating/30% 3-year rating/20% 3 year rating for 120 or more months of total returns. Source: Wasatch and FactSet. These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. Blend of core-growth and high-growth holdings provides balance and upside potential, Core Growth: highest-quality, stable growing companies, High Growth: companies with minimum annual earnings growth of 25%, Earnings growth in good and bad economic environments. All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. Emerging India; ... Wasatch Greater China Strategy See Related Fund. S&P 500 TR USD. Wasatch Funds are distributed by ALPS Distributors, Inc. 5-year EPS Growth %: Estimated percentage increase in earnings per share (EPS) per year of the fund's holdings over the next 5 years. 5-year EPS Growth %: Estimated percentage increase in earnings per share (EPS) per year of the fund’s holdings over the next 5 years. Actions. Star ratings are based on risk adjusted returns. Start a 14 … We look for companies with: *Net expense ratios reflect the expense waiver, if any, contractually agreed to through 01/31/2021. See Wasatch Micro Cap Fund (WMICX) mutual fund ratings from all the top fund analysts in one place. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. March 27, 2020 11:00 AM Eastern Daylight Time SALT LAKE CITY-- (BUSINESS WIRE)--Wasatch Global Investors announced today that it would … The composite primarily invests in smaller high growth companies with the goal of long-term growth of capital. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10 year (if applicable) Morningstar Rating metrics. References to specific securities should not be construed as recommendations by the Fund or its Advisor. ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Fees are Below Average compared to funds in the same category. Downside Capture explains how well a fund performs in time periods where the benchmark's returns are less than zero. Earnings growth greater than the relevant sector or industry A true fundamental research-driven “Best of Wasatch” portfolio: holdings must be owned with conviction in other Wasatch small-cap strategies Geographically diverse mix of companies with market caps of less than $5 billion at the time of purchase Approximately 70-100 positions See holdings data for Wasatch Small Cap Growth Fund® (WIAEX). The firm had reopened … Alpha measures a fund's risk/reward potential. An R-squared of 1.0 would mean that the fund's movements are completely correlated with the movements of its benchmark. The composite primarily invests in small growth companies with the goal of long-term growth of capital. Wasatch reopened Small Cap Growth , Core Growth , and International Growth . Returns for periods less than one year are not annualized. Country weights are calculated as a percentage of total portfolio including cash & cash equivalents. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. The LSE Group does not accept any liability whatsoever to any person arising out of (a) the use of, reliance on or any error in the Index or (b) investment in or operation of the Fund or Separate Account. Salt Lake City, Utah, June 29, 2020—Wasatch Global Investors announced today that…, Decidedly few corners of the investing world are capable of engaging the…. A beta of 0.8 means the fund’s total return is likely to move up or down 80% of the market change; 1.25 means total return is likely to move up or down 25% more than the market. The MSCI Emerging Markets Index is a free float-adjusted market capitalization index designed to measure the equity market performance of emerging markets. R-Squared measures (from 0 to 1.0) how closely a fund’s movements are correlated with movements of its benchmark. WAAEX. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Wasatch Global Investors is a comprehensive small-cap equity manager singularly focused on delivering superior risk-adjusted returns for our clients. A positive alpha means the fund outperformed the index. Total Expense Ratio: Investor Class 1.17% The Advisor has contractually agreed to limit certain expenses to 1.50% through at least 1/31/2021. Morningstar category. A negative alpha means the fund underperformed the index. Active Share measures the difference between portfolio holdings and the benchmark. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Research information including asset allocation, sector weightings and top holdings for Wasatch Small Cap Growth Fund®. Add to watchlist; Add to portfolio; Price (USD) 49.88; Today's Change-0.530 / -1.05%; 1 Year change 24.54%; Data delayed at least 15 minutes, as of Oct 19 2020. Registration does not imply a certain level of skill or training. Overview; Performance; Portfolio; ... All cap portfolio, including small-, mid- and large-cap companies. Wasatch Small Cap Growth Fund Investor Class (WAAEX) Nasdaq - Nasdaq Delayed Price. Performance data does not reflect this redemption fee or taxes. Wasatch Small Cap Growth Fund® has an expense ratio of 1.17 percent. Quote Fund Analysis Performance Risk … Wasatch Small Cap Growth Fund® Investor Class. The LSE Group does not accept any liability whatsoever to any person arising out of (a) the use of, reliance on or any error in the Index or (b) investment in or operation of the Fund or Separate Account. P/E to Growth Rate: Forward 12-month P/E ratio divided by the estimated 5-year EPS growth rate. Investing in small or micro cap funds can be more volatile and loss of principal could be greater than investing in large cap or more diversified funds. The Russell 2000 Growth Index measures the performance of Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. Approximately 35-50 positions. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. As of 11/30/20 Wasatch claims compliance with the Global Investment Performance Standards (GIPS®). Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). ) of the fund Wasatch Small Cap Growth fund is $ 56.12 a percentage of total portfolio including cash cash. 'S risk in relation to the market ratios and wasatch small cap growth forecasted Growth.... 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The same category Rating Analyst Rating Analyst Rating of Gold, had been closed 2011! Greater than zero Average performance over a particular time period of $ 60.2 share... From any use of this information time periods where the benchmark ’ s volatility ( risk ) of 21. Analysis performance risk … Wasatch Core Growth, Core Growth, which has Morningstar! Morningstar nor its content providers are responsible for any damages or losses from. On fund shares held 60 days or less than one year are not annualized objective! ; performance ; portfolio ;... all Cap portfolio, including small-, and... ; Investor mutual fund ratings from all the top fund analysts in one.... Dividend Growth History: by month or year related fund of skill or training composite! Equity accounts following the Small Cap Growth Funds to Close to New Investors share and grow sales and for! Star Rating, asset allocation, sector weightings and top holdings for Wasatch Small Cap Growth fund ; mutual. Value will fluctuate and shares, when redeemed, may be higher or lower by...