WAAEX Rating, Research - Wasatch Small Cap Growth

Wasatch Small Cap Growth (waaex)

Home Mutual Fund Research Index Wasatch Small Cap Growth (waaex) Fund

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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other		 %
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
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SWOT Statistics

Strengths + Opportunities = 21

Threats + Weaknesses = 10

When strengths & opportunities substantially exceed threats & weaknesses an investment in the waaex mutual fund has great long term potential.

Fund Management Survey

Executives are invested in the fund?

Mgmt team together for > 5 yrs?

No big withdrawals of capital?

Consistent strategy for > 5 yrs?

Fund Management Team

Fund Description Update

Wasatch Small Cap Growth (WAAEX) Description: WAAEX is a mutual fund, which is an investment that owns a basket of assets. The WAAEX mutual fund was provided by Wasatch and this investment vehicle derives the majority of its value from equity holdings (stocks). Wasatchs mutual fund has a long management tenure and is in the large fund size classification. WAAEXs minimum initial investment amount is $2000 while the IRA minimum is $1000. WAAEXs expense ratio is roughly 1%. The latest WAAEXs front end load was 0% and the back end load was 0%. The Wasatch Small Cap Growth (WAAEX) mutual fund falls under the small growth category. WAAEX focuses its investments in USA and WAAEX is not affiliated with a particular industry or fund sector. The Wasatch Small Cap Growth (WAAEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WAAEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WAAEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in common stocks (see stock research) selected for their growth potential. It invests in equity securities (see equity research) of small- and medium-sized companies. Generally, small- and medium-sized companies have a market capitalization of less than $10 billion. The fund may invest in foreign equity and debt securities, which may include investments in emerging markets. It can also invest assets in derivatives

Management Analysis Update

Performance Analysis Update

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