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Wasatch Small Cap Growth (WAAEX) Fund Ranking and Research

Ranking, Research and Recommendation of Wasatch Small Cap Growth (WAAEX) Fund

    Last Trade: $46.09 on 10/18/2017, Change: +0.15 (0.33%)

 

Graph of Wasatch Small Cap Growth Fund (WAAEX) ManagerFund Manager - J.B. Taylor

Fund Manager Information

Fund Manager Tenure: 4.7 years
Fund Family: Wasatch
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)
Honorable Mentioning: US News (2011), Money Magazine (2011),

 

Graph of Wasatch Small Cap Growth Fund (WAAEX) ProfileWasatch Small Cap Growth Fund (WAAEX) Profile

Fund Profile and Description

Wasatch Small Cap Growth Fund seeks long-term growth of capital. Income is a secondary consideration, but only when consistent with long-term growth of capital. Wasatch Small Cap Growth Fund invests primarily in small growth companies. It invests at least 80% of assets in the equity securities of small companies with market capitalizations of less than $2.5 billion. It may invest up to 20% of assets in securities issued by foreign companies in developed or emerging markets.

 

Wasatch Small Cap Growth (WAAEX) Fund Strength What we like about Wasatch Small Cap Growth (WAAEX) Fund

Data for Wasatch Small Cap Growth Fund (WAAEX) as of May 30, 2016

  • Wasatch Small Cap Growth Fund (WAAEX) management has been with Wasatch Small Cap Growth Fund for 4.7 years
  • Wasatch Small Cap Growth Fund (WAAEX) has good short-term performance (1-year return -7.66% vs -7.74% Small Growth category median performance)
  • Wasatch Small Cap Growth Fund (WAAEX) has good Long-term performance (5-year return 7.06% vs 7.01% Small Growth category median performance)
  • Wasatch Small Cap Growth Fund (WAAEX) ratio of up-years vs down years is greater than 2
  • Wasatch Small Cap Growth Fund (WAAEX) has an annual stock turnover rate of 31.00% vs Small Growth average of 63.11%. It is good that Wasatch Small Cap Growth management does not trade extensively for its return.
  • Wasatch Small Cap Growth Fund (WAAEX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.37, lower than category average of 15.82
  • Wasatch Small Cap Growth Fund (WAAEX) has a lower expense ratio than its Small Growth average: 1.22% vs 1.31%
  • Wasatch Small Cap Growth Fund (WAAEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Wasatch Small Cap Growth Fund (WAAEX) Weakness What we are cautious about Wasatch Small Cap Growth (WAAEX) Fund

Data for Wasatch Small Cap Growth Fund (WAAEX) as of May 30, 2016

  • Wasatch Small Cap Growth Fund (WAAEX) has a less-than-ideal mid-term performance (3-year return 4.96% vs 6.86% Small Growth category median performance)
  • Wasatch Small Cap Growth Fund (WAAEX) has a Morningstar rating of 3 and below
  • Wasatch Small Cap Growth Fund (WAAEX) is less safe compared to its Small Growth peers
  • Wasatch Small Cap Growth Fund (WAAEX) does not have a good risk adjusted return as its 3-year Alpha of -4.86 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.4
See Wasatch Small Cap Growth Fund (WAAEX) performance details as of May 30, 2016

 

What do you think?

 

Compare Wasatch Small Cap Growth Fund (WAAEX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wasatch Small Cap Growth-2.30-7.664.967.06
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Wasatch Small Cap Growth Fund (WAAEX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Wasatch Small Cap Growth Fund (WAAEX) Net Asset TrackingWasatch Small Cap Growth (WAAEX) Fund Net Asset

Track net asset change of Wasatch Small Cap Growth fund (WAAEX)

DateNet Asset
05/2016$1.85B
03/2016$1.88B
02/2016$1.75B
More historic net asset information on Wasatch Small Cap Growth Fund (WAAEX)

  

Graph of Wasatch Small Cap Growth Fund (WAAEX) Portfolio TrackingWasatch Small Cap Growth (WAAEX) Fund Portfolio Allocation

Track portfolio allocation change of Wasatch Small Cap Growth fund (WAAEX)

DateCashStockBondOther
03/20160.8%95.8%0%3.4%
12/20152.26%95.48%0%2.26%
09/20154.36%92.71%0%2.93%
Click here to see more historic asset allocation information on Wasatch Small Cap Growth Fund (WAAEX)

 

graph of Wasatch Small Cap Growth Fund (WAAEX) Top 10 Position TrackingTop 10 Holdings in Wasatch Small Cap Growth (WAAEX) Fund

Discover what Wasatch Small Cap Growth Fund (WAAEX) manager is buying

Mar 30, 2016
The Ultimate Software Group, In [4.5%]
Knight Transportation, Inc. Com [3.91%]
Cornerstone OnDemand, Inc. [3.66%]
Spirit Airlines, Inc. [2.51%]
ExamWorks Group, Inc. Common St [2.38%]
ICON plc [2.29%]
Copart, Inc. [2.21%]
Echo Global Logistics, Inc. [2.09%]

Dec 30, 2015
The Ultimate Software Group, In [4.99%]
Cornerstone OnDemand, Inc. [3.6%]
Knight Transportation, Inc. Com [3.39%]
ICON plc [2.22%]
Seattle Genetics, Inc. [2.21%]
Copart, Inc. [2.11%]
Monro Muffler Brake, Inc. [2.04%]
ExamWorks Group, Inc. Common St [2%]
Cavium, Inc. [1.96%]

Sep 29, 2015
The Ultimate Software Group, In [5.43%]
Knight Transportation, Inc. Com [3.29%]
Cornerstone OnDemand, Inc. [3.17%]
Allegiant Travel Company [2.77%]
ICON plc [2.66%]
ExamWorks Group, Inc. Common St [2.21%]
Monro Muffler Brake, Inc. [2.09%]
Seattle Genetics, Inc. [1.92%]
Fleetmatics Group PLC Ordinary [1.85%]
Click here for Stock Holding Change Map in Wasatch Small Cap Growth Fund (WAAEX)

  

Latest News on Wasatch Small Cap Growth (WAAEX) Fund

See what is happening with Wasatch Small Cap Growth Fund (WAAEX)

 

Wasatch Small Cap Growth Fund (WAAEX) Related ResourcesSee more information on Wasatch Small Cap Growth (WAAEX) Fund

Popular pages on Wasatch Small Cap Growth (WAAEX) Fund

  

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