WIAEX Mutual Fund

WIAEX Mutual Fund (Wasatch Small Cap Growth Fund Instl Cl) is managed by Wasatch Global Investors with $583.3M in net assets. WIAEX expense ratio is 1.05%, holding 43 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2016-02-01.

WIAEX performance shows a YTD return of 2.59%. The 1-year return is -0.73% and the 5-year return is -5.32%. WIAEX dividend yield stands at 1.88%, paid annually.

WIAEX 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 WIAEX holdings, WIAEX sectors, or WIAEX dividends.

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