Wasatch Small Cap Growth FundWAAEX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$1.2B
Expense ratio
1.14%
1-year return
-2.5%
3 years, a year
+3.2%
5 years, a year
-6.0%
Holdings
43
What it aims to do.
The Funds primary investment objective is long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| HQY HealthEquity Inc | 4.77% |
| RBC RBC Bearings Inc | 4.35% |
| ENSG Ensign Group Inc/The | 4.32% |
| SITE SiteOne Landscape Supply Inc | 4.26% |
| JOBY Nova Ltd | 3.70% |
| MEDP Medpace Holdings Inc | 3.59% |
| JOBY Camtek Ltd/Israel | 3.34% |
| JOBY Fabrinet | 3.31% |
| PJT PJT Partners Inc | 3.28% |
| ECG Everus Construction Group Inc | 3.11% |
More on WAAEX.
- WAAEX overview
- WAAEX holdings
- WAAEX risk
- WAAEX costs
- WAAEX money in and out
- WAAEX share classes
- Compare WAAEX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.