Wasatch US Select Fund Inv (WAUSX)
13.33
+0.18
(+1.37%)
USD |
Apr 11 2025
WAUSX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2024.
| Type | % Net |
|---|---|
| Cash | 0.54% |
| Stock | 99.46% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of December 31, 2024
| Large | 9.69% |
| Mid | 33.36% |
| Small | 56.95% |
Region Exposure
| Americas | 92.17% |
|---|---|
|
North America
|
89.83% |
| United States | 89.83% |
|
Latin America
|
2.34% |
As of December 31, 2024. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 7.34% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
4.59% |
| Ireland | 2.15% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
2.75% |
| Israel | 2.75% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.49% |
|---|
Stock Sector Exposure
| Cyclical |
|
22.31% |
| Materials |
|
6.84% |
| Consumer Discretionary |
|
6.86% |
| Financials |
|
8.61% |
| Real Estate |
|
0.00% |
| Sensitive |
|
58.85% |
| Communication Services |
|
0.00% |
| Energy |
|
0.00% |
| Industrials |
|
20.12% |
| Information Technology |
|
38.74% |
| Defensive |
|
18.83% |
| Consumer Staples |
|
3.29% |
| Health Care |
|
15.54% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of June 30, 2024