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 Dow Down 0.19% Nasdaq Up 0.45%

Wasatch Long/Short Investor (FMLSX)

16.77 Down 0.01(0.06%) Jul 30
Prev Close:16.78
YTD Return*:4.44%
Net Assets*:2.80B
Yield*:N/A

* As of 30-Jun-14

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

Headlines

ยป More Headlines for FMLSX

Top Holdings

Symbol% AssetsYTD Return %
DNR5.1912.20
AAPL4.1317.82
GM3.76-6.56
WMT3.44-3.11
HAL3.2140.20

Fund Basics

Morningstar Overall Rating:
Total Assets:2.8B
Category:Long/Short Equity
Annual Report Expense Ratio (net):1.28%

Performance & Risk

YTD Return:4.44%
5y Avg Return:11.34%
Rank in Category (ytd):27
% Rank in Category (ytd):8.23%
Beta (3y):0.78
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 information technology, financials, energy, consumer discretionary, materials and industrials. It is non-diversified. View More
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