Morningstar

Wasatch U.S. Select Fund™ Investor Class WAUSX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Wasatch Investment Hub
  • NAV / 1-Day Return $13.36  /  +0.15 %
  • Fund Size $16.1M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.010%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 59%
NAV and 1-Day Return as of

Morningstar’s Analysis WAUSX

Will WAUSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WAUSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WAUSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WAUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wasatch US Select Investor holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WAUSX

More WAUSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HealthEquity Inc

6.19 1M
Healthcare

SharkNinja Inc

4.90 837,180
Consumer Cyclical

AMETEK Inc

4.01 685,658
Industrials

UL Solutions Inc Class A common stock

3.95 675,841
Industrials

AAON Inc

3.88 662,717
Industrials

Heico Corp Class A

3.84 656,897
Industrials

West Pharmaceutical Services Inc

3.65 624,301
Healthcare

PJT Partners Inc Class A

3.65 623,231
Financial Services

RBC Bearings Inc

3.64 621,518
Industrials

Novanta Inc

3.61 616,836
Technology

Sponsor Center