Wasatch Small Cap Growth (WAAEX)
* As of 31-Jan-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.22%|
Performance & Risk
|5y Avg Return:||7.40%|
|Rank in Category (ytd):||46|
|% Rank in Category (ytd):||6.3%|
|Morningstar Risk Rating:||1|
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 (plus borrowings for investment purposes) 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