Wasatch Small Cap Core Growth Composite (S:0P00003GG0)
956.98
-1.93
(-0.20%)
USD |
Feb 28 2026
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 April 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| HealthEquity, Inc. | 4.52% | 81.36 | -2.49% |
| Casella Waste Systems, Inc. | 4.27% | 85.55 | -0.79% |
| RBC Bearings, Inc. | 3.52% | 551.24 | -0.21% |
| Procore Technologies, Inc. | 3.44% | 56.71 | -0.93% |
| Shift4 Payments, Inc. | 3.21% | 41.15 | -2.58% |
| The Ensign Group, Inc. | 3.17% | 200.05 | 1.05% |
| Federal Signal Corp. | 2.84% | 108.08 | -0.94% |
| Fabrinet | 2.82% | 561.71 | 1.33% |
| Nova Ltd. | 2.80% | 442.05 | -0.79% |
| Medpace Holdings, Inc. | 2.78% | 501.06 | 1.02% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
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 | -- |