WAAEX Mutual Fund

WAAEX Mutual Fund (Wasatch Small Cap Growth Fund) is managed by Wasatch Global Investors with $555.1M in net assets. WAAEX expense ratio is 1.14%, holding 43 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 1986-12-08.

WAAEX performance shows a YTD return of 2.53%. The 1-year return is -0.83% and the 5-year return is -5.41%. WAAEX dividend yield stands at 1.92%, paid annually.

WAAEX top holdings include Healthequity Inc (4.8%), Rbc Bearings Inc (4.3%), Ensign Group Inc/the (4.3%), Siteone Landscape (4.3%), Nova Measuring Instruments Ltd. (3.7%). Go to all WAAEX holdings, WAAEX sectors, or WAAEX dividends.

WAAEX can be compared against other funds. Use WAAEX overlap to find shared positions, or WAAEX vs another fund for a side-by-side view. WAAEX alternatives are available via the screener, along with tax-loss harvesting opportunities.