• FirefoxInstall the new Firefox »
  •  Dow Down 0.45% Nasdaq Down 0.49%

    Wasatch Small Cap Growth (WAAEX)

    52.09 Down 0.35(0.67%) Feb 27
    Prev Close:52.44
    YTD Return*:-1.61%
    Net Assets*:2.27B
    Yield*:N/A

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for WAAEX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    KNX4.38-12.89
    ULTI3.752.61
    WRCDF.DE3.170.16
    CSOD3.17-6.59
    ALGT3.1219.56

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.27B
    Category:Small Growth
    Annual Report Expense Ratio (net):1.21%

    Performance & Risk

    YTD Return:-1.61%
    5y Avg Return:16.17%
    Rank in Category (ytd):10
    % Rank in Category (ytd):1.31%
    Beta (3y):0.84
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in small growth companies. It will invest at least 80% of the fund's net assets in the equity securities of small-capitalization companies. Equity securities include common stock, preferred stock and securities convertible into common stock, warrants and rights, and other securities with equity characteristics. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback