Wasatch U.S. Select Fund™ Investor Class
WAUSX
NASDAQ
| Weiss Ratings | WAUSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | WAUSX-NASDAQ | Click to Compare |
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| Provider | Wasatch | |||
| Manager/Tenure (Years) | Austin Bone (3), Paul S. Lambert (3), Mick Rasmussen (3), 1 other | |||
| Website | http://www.wasatchfunds.com | |||
| Fund Information | WAUSX-NASDAQ | Click to Compare |
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| Fund Name | Wasatch U.S. Select Fund™ Investor Class | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 13, 2022 | |||
| 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 | WAUSX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | WAUSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.31% | |||
| Asset Allocation | WAUSX-NASDAQ | Click to Compare |
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| Cash | 1.54% | |||
| Stock | 98.46% | |||
| U.S. Stock | 96.14% | |||
| Non-U.S. Stock | 2.32% | |||
| 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 | WAUSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.68% | |||
| 30-Day Total Return | 4.36% | |||
| 60-Day Total Return | 5.68% | |||
| 90-Day Total Return | 12.64% | |||
| Year to Date Total Return | 1.07% | |||
| 1-Year Total Return | 9.15% | |||
| 2-Year Total Return | 23.28% | |||
| 3-Year Total Return | 52.32% | |||
| 5-Year Total Return | -- | |||
| Price | WAUSX-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 | WAUSX-NASDAQ | Click to Compare |
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| Nav | $15.05 | |||
| 1-Month Low NAV | $14.43 | |||
| 1-Month High NAV | $15.07 | |||
| 52-Week Low NAV | $12.43 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.84 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | WAUSX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 21.08 | |||
| Balance Sheet | WAUSX-NASDAQ | Click to Compare |
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| Total Assets | 30.35M | |||
| Operating Ratios | WAUSX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.01% | |||
| Turnover Ratio | 36.00% | |||
| Performance | WAUSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.04% | |||
| Last Bear Market Total Return | -- | |||