Price Chart

Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.75% 0.03% 13.87M 4995.70
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. The Fund is an active ETF that invests primarily in small- and mid-capitalization growth companies. Under normal circumstances, we will invest at least 80% of the Funds net assets in the equity securities issued by small- and mid-capitalization companies.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Growth Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Wasatch
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
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31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
11.54%
25.74%
18.20%
11.92%
-51.09%
12.40%
18.38%
23.40%
-16.44%
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2.71%
17.09%
32.86%
13.81%
-21.70%
16.41%
17.80%
8.79%
6.20%
As of November 14, 2026.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. The Fund is an active ETF that invests primarily in small- and mid-capitalization growth companies. Under normal circumstances, we will invest at least 80% of the Funds net assets in the equity securities issued by small- and mid-capitalization companies.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Growth Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Wasatch
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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