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    Wasatch Long/Short Investor (FMLSX)

    13.76 Up 0.08(0.58%) Jul 29
    Prev Close:13.76
    YTD Return*:-5.44%
    Net Assets*:1.86B
    Yield*:0.95%

    * As of 30-Jun-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    WMT4.06N/A
    IRM4.00N/A
    L3.98N/A
    MOS3.73N/A
    ORCL3.48N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.86B
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):1.27%

    Performance & Risk

    YTD Return:-5.44%
    5y Avg Return:7.13%
    Rank in Category (ytd):93
    % Rank in Category (ytd):20.17%
    Beta (3y):0.75
    Morningstar Risk Rating:3

    Fund Summary

    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 consumer discretionary, energy, financials, healthcare, industrials, information technology and materials. View More
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