Wasatch Long/Short Investor (FMLSX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.28%|
Performance & Risk
|5y Avg Return:||11.34%|
|Rank in Category (ytd):||27|
|% Rank in Category (ytd):||8.23%|
|Morningstar Risk Rating:||3|
The investment seeks capital appreciation.
The fund invests primarily in equity securities by maintaining long equity positions and short equity positions. It will invest the fund's assets in the equity securities of companies with market capitalizations of at least $100 million at the time of purchase that the managers have identified as being undervalued and the managers will sell short those securities that the managers have identified as being overvalued. The fund may invest a large percentage of its assets in a few sectors, including information technology, financials, energy, consumer discretionary, materials and industrials. It is non-diversified. View More