WALSX Mutual Fund

WALSX Mutual Fund

NAV$14.35
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Fund Essentials - as of Mar 31, 2026

Net Assets
$24M
Expense Ratio
2.10%
Dividend Yield (Current)
-
Holdings
110
Inception Date
Oct 1, 2021
Fund Family
Wasatch Global Investors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+13.39%
1 Year+7.42%
3 Year+7.24%

Asset Allocation

Stocks: 99.96%
Other: 0.04%
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Top Holdings

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TickerNameWeight
HQYHealthequity Inc5.48%
ROLLRbc Bearings Inc4.93%
ENSGEnsign Group Inc/the4.65%
KAIKadant Inc Com4.53%
ULSUl Solutions Inc4.35%
Top 10 Concentration: 43.33%Report Date: Mar 31, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WALSX Mutual Fund Overview

WALSX Mutual Fund (Wasatch Long/Short Alpha Fund Investor Class Shares) is managed by Wasatch Global Investors with $23.7M in net assets. WALSX expense ratio is 2.10%, holding 110 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 2021-10-01.

WALSX performance shows a YTD return of 13.39%. The 1-year return is 7.42%.

WALSX top holdings include Healthequity Inc (5.5%), Rbc Bearings Inc (4.9%), Ensign Group Inc/the (4.7%), Kadant Inc Com (4.5%), Ul Solutions Inc (4.3%). Go to all WALSX holdings, WALSX sectors, or WALSX dividends.

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