Wasatch Long/Short Alpha Fund Investor Class Shares
WALSX
NASDAQ
| Weiss Ratings | WALSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | WALSX-NASDAQ | Click to Compare |
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| Provider | Wasatch | |||
| Manager/Tenure (Years) | Mick Rasmussen (3) | |||
| Website | http://www.wasatchfunds.com | |||
| Fund Information | WALSX-NASDAQ | Click to Compare |
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| Fund Name | Wasatch Long/Short Alpha Fund Investor Class Shares | |||
| Category | Long-Short Equity | |||
| Sub-Category | Long/Short Equity | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 01, 2021 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WALSX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | WALSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.10% | |||
| Asset Allocation | WALSX-NASDAQ | Click to Compare |
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| Cash | 22.52% | |||
| Stock | 77.48% | |||
| U.S. Stock | 78.13% | |||
| Non-U.S. Stock | -0.65% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | WALSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.98% | |||
| 30-Day Total Return | -0.84% | |||
| 60-Day Total Return | -6.07% | |||
| 90-Day Total Return | -5.51% | |||
| Year to Date Total Return | -8.74% | |||
| 1-Year Total Return | -14.05% | |||
| 2-Year Total Return | 7.99% | |||
| 3-Year Total Return | 37.59% | |||
| 5-Year Total Return | -- | |||
| Price | WALSX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WALSX-NASDAQ | Click to Compare |
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| Nav | $12.84 | |||
| 1-Month Low NAV | $12.84 | |||
| 1-Month High NAV | $13.38 | |||
| 52-Week Low NAV | $12.31 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.98 | |||
| 52-Week High Price (Date) | Nov 11, 2024 | |||
| Beta / Standard Deviation | WALSX-NASDAQ | Click to Compare |
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| Beta | 0.65 | |||
| Standard Deviation | 16.35 | |||
| Balance Sheet | WALSX-NASDAQ | Click to Compare |
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| Total Assets | 48.84M | |||
| Operating Ratios | WALSX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.21% | |||
| Turnover Ratio | 41.00% | |||
| Performance | WALSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.86% | |||
| Last Bear Market Total Return | -9.26% | |||