Wasatch Long/Short Alpha FundWGLSX

MUTUAL FUNDWasatch
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$35.7M
Expense ratio
2.01%
1-year return
-4.9%
3 years, a year
+6.2%
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 Inc5.48%
RBC RBC Bearings Inc4.93%
ENSG Ensign Group Inc/The4.65%
KAI Kadant Inc4.52%
ULS UL Solutions Inc4.35%
OZK Bank OZK4.13%
MEDP Medpace Holdings Inc4.05%
JOBY Fabrinet3.82%
ECG Everus Construction Group Inc3.71%
MPWR Monolithic Power Systems Inc3.68%

More on WGLSX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.