Get 40% Off
⚠ Earnings Alert! Which stocks are poised to surge?
See the stocks on our ProPicks radar. These strategies gained 19.7% year-to-date.
Unlock full list

Guide To Wasatch Small Cap Growth Investor Fund (WAAEX)

Published 08/25/2016, 07:26 AM
Updated 07/09/2023, 06:31 AM

Wasatch Small Cap Growth Investor (WAAEX) a Zacks Rank #2 (Buy) usually invests in companies that have the potential to grow faster and more aggressively than core companies. Dividends and capital gains, if any, are distributed annually.

This Small Growth fund, as of the last filing, allocates their fund in three major groups; Small Growth and Emerging Market. Further, as of the last filing, ULTIMATE SOFTWARE GROUP INC, KNIGHT TRANSPORTATION INC and CORNERSTONE ONDEMAND INC were the top holdings for WAAEX.

The Wasatch Small Cap Growth Investor fund, managed by Wasatch, carries an expense ratio of 1.29%. Moreover, WAAEX requires a minimal initial investment of $2,000.

WAAEX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 5.27% and 5 year 9.26%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

WAAEX’s performance, as of the last filing, when compared to funds in its category was in the top 52% over the past 5 years.

Want key mutual fund info delivered straight to your inbox?

Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>


View All Zacks #1 Ranked Mutual Funds

Get Your Free (WAAEX): Fund Analysis Report

Original post

Zacks Investment Research

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.