WALSX Mutual Fund

WALSX Mutual Fund

NAV$13.46
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Fund Essentials - as of Jun 30, 2026

Net Assets
$21M
Expense Ratio
2.10%
Dividend Yield (Current)
-
Holdings
110
Inception Date
Oct 1, 2021
Fund Family
Wasatch Global Investors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+8.49%
1 Year+6.07%
3 Year+6.13%

Asset Allocation

Stocks: 100.01%
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Top Holdings

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TickerNameWeight
HQYHealthequity Inc5.50%
FROG:ILJfrog Ltd [Frog]4.61%
KAIKadant Inc4.51%
ROLLRbc Bearings Inc4.40%
CWSTCasella Waste Systems, Inc., Class A4.38%
Top 10 Concentration: 43.17%Report Date: Jun 30, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WALSX Mutual Fund Overview

WALSX Mutual Fund (Wasatch Long/Short Alpha Fund Investor Class Shares) is managed by Wasatch Global Investors with $21.4M in net assets. WALSX expense ratio is 2.10%, holding 110 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2021-10-01.

WALSX performance shows a YTD return of 8.49%. The 1-year return is 6.07%.

WALSX top holdings include Healthequity Inc (5.5%), Jfrog Ltd [Frog] (4.6%), Kadant Inc (4.5%), Rbc Bearings Inc (4.4%), Casella Waste Systems, Inc., Class A (4.4%). Go to all WALSX holdings, WALSX sectors, or WALSX dividends.

WALSX can be compared against other funds. Use WALSX overlap to find shared positions, or WALSX vs another fund for a side-by-side view. WALSX alternatives are available via the screener, along with tax-loss harvesting opportunities.