Wasatch Long/Short Alpha FundWALSX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$35.7M
Expense ratio
2.10%
1-year return
-5.0%
3 years, a year
+6.0%
5 years, a year
—
Holdings
110
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 | 5.48% |
| RBC RBC Bearings Inc | 4.93% |
| ENSG Ensign Group Inc/The | 4.65% |
| KAI Kadant Inc | 4.52% |
| ULS UL Solutions Inc | 4.35% |
| OZK Bank OZK | 4.13% |
| MEDP Medpace Holdings Inc | 4.05% |
| JOBY Fabrinet | 3.82% |
| ECG Everus Construction Group Inc | 3.71% |
| MPWR Monolithic Power Systems Inc | 3.68% |
More on WALSX.
- WALSX overview
- WALSX holdings
- WALSX risk
- WALSX costs
- WALSX money in and out
- WALSX share classes
- Compare WALSX 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.