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Wasatch Small Cap Core Growth Portfolio   

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Top 10 Holdings

as of 12/31/18 
Name% of Net Assets
Icon PLC (Ireland)4.04%
Euronet Worldwide Inc.3.83%
Balchem Corp.3.21%
Monro Inc.3.20%
Pool Corp.3.10%
Trex Company Inc.3.07%
Copart Inc.3.01%
RBC Bearings Inc.2.85%
Credit Acceptance Corp.2.73%
Eagle Bancorp Inc.2.70%

Portfolio Characteristics


Assets Under Management

as of 02/28/19 
Total Strategy Assets$3650.79
Mutual Fund$2190.49
Separate Accounts$1460.29

Sector Allocation

 as of 12/31/18

Performance figures for the latest period are preliminary and subject to change. Past performance is not indicative of future results.

The Russell 2000 Growth Index measures the performance of the Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values.  

You cannot invest directly in indexes.

For complete composite performance history and disclosures click here:  Small Cap Core Growth Composite Presentation, Complete List of Composites

Portfolio holdings are subject to change at any time. References to specific securities should not be construed as recommendations to buy or sell shares in those companies.

The information shown above is for a representative account and is supplemental information to the GIPS-compliant composite presentation for this investment strategy.