WAUSX Mutual Fund

WAUSX Mutual Fund (Wasatch US Select Fund Class Investor) is managed by Wasatch Funds with $3.5M in net assets. WAUSX expense ratio is 1.01%, holding 31 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2022-06-13.

WAUSX performance shows a YTD return of -0.38%. The 1-year return is -6.38%. WAUSX dividend yield stands at 7.56%, paid annually.

WAUSX top holdings include Healthequity Inc (6.2%), Sharkninja Inc (4.9%), Ametek Inc (4.0%), Ul Solutions Inc (4.0%), Aaon, Inc. (3.9%). Go to all WAUSX holdings, WAUSX sectors, or WAUSX dividends.

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