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 (4) | |||
| 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) | 0.95% | |||
| Asset Allocation | WGLSX-NASDAQ | Click to Compare |
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| Cash | 18.39% | |||
| Stock | 81.61% | |||
| U.S. Stock | 81.61% | |||
| 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 | -0.31% | |||
| 30-Day Total Return | 1.86% | |||
| 60-Day Total Return | 0.96% | |||
| 90-Day Total Return | -1.48% | |||
| Year to Date Total Return | -11.23% | |||
| 1-Year Total Return | -13.31% | |||
| 2-Year Total Return | -4.34% | |||
| 3-Year Total Return | 24.11% | |||
| 5-Year Total Return | -- | |||
| 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 | $12.56 | |||
| 1-Month Low NAV | $12.30 | |||
| 1-Month High NAV | $12.87 | |||
| 52-Week Low NAV | $12.01 | |||
| 52-Week Low NAV (Date) | Oct 10, 2025 | |||
| 52-Week High NAV | $14.87 | |||
| 52-Week High Price (Date) | Jan 22, 2025 | |||
| Beta / Standard Deviation | WGLSX-NASDAQ | Click to Compare |
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| Beta | 0.60 | |||
| Standard Deviation | 14.88 | |||
| Balance Sheet | WGLSX-NASDAQ | Click to Compare |
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| Total Assets | 40.91M | |||
| Operating Ratios | WGLSX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.07% | |||
| Turnover Ratio | 41.00% | |||
| Performance | WGLSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.87% | |||
| Last Bear Market Total Return | -9.06% | |||