Wasatch Long/Short Alpha Fund Institutional Class Shares
WGLSX
NASDAQ
| Weiss Ratings | WGLSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | WGLSX-NASDAQ | Click to Compare |
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| Provider | Wasatch | |||
| Manager/Tenure (Years) | Mick Rasmussen (5) | |||
| Website | http://www.wasatchfunds.com | |||
| Fund Information | WGLSX-NASDAQ | Click to Compare |
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| Fund Name | Wasatch Long/Short Alpha Fund Institutional 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 | 100,000.00 | |||
| Minimum Subsequent Investment | 5,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WGLSX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | WGLSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.43% | |||
| Asset Allocation | WGLSX-NASDAQ | Click to Compare |
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| Cash | 17.79% | |||
| Stock | 82.21% | |||
| U.S. Stock | 82.21% | |||
| Non-U.S. Stock | 0.00% | |||
| 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 | WGLSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 4.31% | |||
| 30-Day Total Return | 5.70% | |||
| 60-Day Total Return | 0.56% | |||
| 90-Day Total Return | -0.76% | |||
| Year to Date Total Return | 15.62% | |||
| 1-Year Total Return | 14.24% | |||
| 2-Year Total Return | -6.29% | |||
| 3-Year Total Return | 26.70% | |||
| 5-Year Total Return | 29.82% | |||
| Price | WGLSX-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 | WGLSX-NASDAQ | Click to Compare |
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| Nav | $14.28 | |||
| 1-Month Low NAV | $13.39 | |||
| 1-Month High NAV | $14.28 | |||
| 52-Week Low NAV | $12.28 | |||
| 52-Week Low NAV (Date) | Nov 06, 2025 | |||
| 52-Week High NAV | $14.51 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | WGLSX-NASDAQ | Click to Compare |
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| Beta | 0.65 | |||
| Standard Deviation | 16.12 | |||
| Balance Sheet | WGLSX-NASDAQ | Click to Compare |
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| Total Assets | 37.31M | |||
| Operating Ratios | WGLSX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.01% | |||
| Turnover Ratio | 39.00% | |||
| Performance | WGLSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 2.39% | |||
| Last Bear Market Total Return | -9.06% | |||