Wasatch Small Cap Core Growth Composite (S:0P00003GG0)
933.63
-23.74
(-2.48%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 13, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| HealthEquity, Inc. | 3.76% | 84.56 | -10.19% |
| Procore Technologies, Inc. | 3.70% | 73.66 | 0.33% |
| Casella Waste Systems, Inc. | 3.60% | 99.95 | -0.01% |
| RBC Bearings, Inc. | 3.60% | 488.31 | 0.24% |
| The Ensign Group, Inc. | 3.56% | 176.73 | 1.64% |
| Nova Ltd. | 3.52% | 403.62 | 2.42% |
| Fabrinet | 3.39% | 462.94 | 3.51% |
| Shift4 Payments, Inc. | 3.07% | 65.62 | -1.88% |
| Medpace Holdings, Inc. | 2.92% | 599.21 | 0.71% |
| Ollie's Bargain Outlet Holdings, Inc. | 2.92% | 119.51 | 0.86% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |