Wasatch Small Cap Fund Quote
| WAAEX Fund | USD 36.81 0.30 0.82% |
PerformanceVery Weak
| Odds Of DistressLow
|
Wasatch Small is trading at 36.81 as of the 20th of March 2025; that is 0.82 percent up since the beginning of the trading day. The fund's open price was 36.51. Wasatch Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests primarily in small growth companies. It will invest at least 80 percent of the funds net assets in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20 percent of its total assets at the time of purchase in securities issued by foreign companies .. More on Wasatch Small Cap
Moving together with WASATCH Mutual Fund
| 0.68 | WAEMX | Wasatch Emerging Markets | PairCorr |
| 0.61 | WAESX | Wasatch Emerging Markets | PairCorr |
| 0.9 | WAGOX | Wasatch Global Oppor | PairCorr |
Moving against WASATCH Mutual Fund
WASATCH Mutual Fund Highlights
| Fund Concentration | Wasatch Funds, Large Funds, Small Growth Funds, Small Growth, Wasatch (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Wasatch Small Cap [WAAEX] is traded in USA and was established 20th of March 2025. Wasatch Small is listed under Wasatch category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Wasatch family. This fund at this time has accumulated 2.23 B in net assets with minimum initial investment of 2 K. Wasatch Small Cap is currently producing year-to-date (YTD) return of 4.52%, while the total return for the last 3 years was -0.25%.
Check Wasatch Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WASATCH Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WASATCH Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wasatch Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wasatch Small Cap Mutual Fund Constituents
| MNRO | Monro Muffler Brake | Stock | Consumer Discretionary | |
| B | Barnes Group | Stock | Industrials | |
| NEOG | Neogen | Stock | Health Care | |
| HUBS | HubSpot | Stock | Information Technology | |
| EYE | National Vision Holdings | Stock | Consumer Discretionary | |
| KNX | Knight Transportation | Stock | Industrials | |
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| GLOB | Globant SA | Stock | Information Technology |
Wasatch Small Cap Risk Profiles
| Mean Deviation | 1.03 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.8 | |||
| Risk Adjusted Performance | (0.17) |
Wasatch Small Against Markets
Other Information on Investing in WASATCH Mutual Fund
Wasatch Small financial ratios help investors to determine whether WASATCH Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in WASATCH with respect to the benefits of owning Wasatch Small security.
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