Wasatch Small Cap Growth Fund Investor Class (WAAEX) Research
The primary objective of this fund is to achieve substantial long-term capital appreciation. Generating income for investors is a less significant consideration. It primarily allocates its assets to small, rapidly expanding companies. A fundamental policy dictates that at least 80% of its net assets (including any funds borrowed for investment purposes) must be invested in the common stocks of small-capitalization firms. Furthermore, the portfolio has the flexibility to commit up to 20% of its total assets, at the point of acquisition, to international equities originating from companies across developed, emerging, and frontier markets.
Market snapshot
- Symbol
- WAAEX
- Price
- $37.60
- Day change
- +1.92%
- Market cap
- $1.2B
- 52-week range
- 33.45-40.98
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Calvert International Responsible Idx A (CDHAX)
- Calvert International Responsible Idx I (CDHIX)
- Calvert International Responsible Idx R6 (CDHRX)
- Calvert Emerging Markets Equity Fund Class A (CVMAX)
- JOHCM Emerging Markets Opportunities Fund - Investor Shares (JOEAX)
- Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund (NEFJX)
- Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX)
- Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund Class Y (NEJYX)
Open Wasatch Small Cap Growth Fund Investor Class (WAAEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.