- What are the top holdings of WAAEX?
- Wasatch Small Cap Growth Fund Investor Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does WAAEX have?
- WAAEX holds — positions as reported by the fund's most recent disclosure.
- What sectors does WAAEX invest in?
- Wasatch Small Cap Growth Fund Investor Class (WAAEX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is WAAEX most exposed to?
- WAAEX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is WAAEX a US-only fund?
- The country allocation card on this page shows WAAEX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does WAAEX invest in?
- 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.
