WALSX – Wasatch Long/Short Alpha Investor Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund adviser seeks to provide higher risk-adjusted returns with lower volatility compared to domestic equity markets. The adviser will establish long and short positions in a portfolio of equity securities of companies of all market capitalizations. Under normal market conditions, the advisor expects to invest the fund’s assets primarily (greater than 65%) in companies domiciled in the U.S. or listed on a U.S. exchange.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WALSX	Wasatch Long/Short Alpha Fund Investor Class Shares	No Load	Open			Oct 1, 2021	$21.31M	1.580%	Above Average	$2,000	−$4.51M
WGLSX	Wasatch Long/Short Alpha Fund Institutional Class Shares	Institutional	Open			Oct 1, 2021	$15.29M	1.500%	Above Average	$100,000	−$4.35M

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