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Wasatch Small Cap Growth Fund: (MF: WAAEX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 04:28 PM ET

$37.05 USD

-0.50 (-1.33%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 2.25 86
3 months 0.59 92
6 months -1.36 96
1 Year -10.98 97
3 Year 4.91 92
5 Year -3.40 96
10 Year 10.33 58

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 122.82
Bear Market (10/07 - 2/09) -51.30
Bull Market (2/09 - 3/21) 719.49

Load Adjusted Returns as of Jan 31, 2026

1 Year -8.79
5 Year -3.73
10 Year 8.97
Since Inception 11.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -13.46 11.83 -3.70 -2.11
2024 4.03 -3.85 9.44 5.50
2023 7.47 6.07 -5.11 12.07
2022 -18.17 -25.06 -4.73 2.26
2021 4.08 6.32 -0.70 -1.42

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.24-8.7915.5021.24-40.268.3254.4640.163.5021.724.80
% Total Return Rel to Index 0.00-27.01-9.52-5.00-22.05-20.3536.068.677.89-0.07-7.13
% Total Return Rel to Peer 0.00-16.093.575.16-20.74-10.9835.4714.7214.286.12-11.14
% Perf Quintile vs Peer* 0.000.000.001.005.005.001.001.001.002.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield NA0.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.740.000.000.0010.823.555.7912.465.073.51
Expense Ratio 0.001.141.151.151.151.121.161.171.201.271.29

* 1 = Top 20%, 5 = Bottom 20%