Wasatch Small Cap Growth Fund® Institutional Class
WIAEX
NASDAQ
| Weiss Ratings | WIAEX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | WIAEX-NASDAQ | Click to Compare |
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| Provider | Wasatch | |||
| Manager/Tenure (Years) | Kenneth A. Korngiebel (9), Ryan Snow (9), Natalie Pesque (1) | |||
| Website | http://www.wasatchfunds.com | |||
| Fund Information | WIAEX-NASDAQ | Click to Compare |
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| Fund Name | Wasatch Small Cap Growth Fund® Institutional Class | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Feb 01, 2016 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | 5,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WIAEX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | WIAEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.20% | |||
| Asset Allocation | WIAEX-NASDAQ | Click to Compare |
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| Cash | 0.48% | |||
| Stock | 99.52% | |||
| U.S. Stock | 96.07% | |||
| Non-U.S. Stock | 3.45% | |||
| 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 | WIAEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.56% | |||
| 30-Day Total Return | 3.18% | |||
| 60-Day Total Return | -1.64% | |||
| 90-Day Total Return | -4.89% | |||
| Year to Date Total Return | 3.43% | |||
| 1-Year Total Return | 1.99% | |||
| 2-Year Total Return | -1.25% | |||
| 3-Year Total Return | 29.63% | |||
| 5-Year Total Return | -28.68% | |||
| Price | WIAEX-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 | WIAEX-NASDAQ | Click to Compare |
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| Nav | $39.48 | |||
| 1-Month Low NAV | $37.63 | |||
| 1-Month High NAV | $39.99 | |||
| 52-Week Low NAV | $34.16 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $42.06 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | WIAEX-NASDAQ | Click to Compare |
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| Beta | 1.16 | |||
| Standard Deviation | 18.42 | |||
| Balance Sheet | WIAEX-NASDAQ | Click to Compare |
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| Total Assets | 975.82M | |||
| Operating Ratios | WIAEX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.05% | |||
| Turnover Ratio | 39.00% | |||
| Performance | WIAEX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 4.45% | |||
| Last Bear Market Total Return | -25.03% | |||