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  •  Dow Down 0.45% Nasdaq Down 0.49%

    Wasatch Strategic Income (WASIX)

    12.60 Down 0.05(0.40%) Feb 27
    Prev Close:12.65
    YTD Return*:-3.49%
    Net Assets*:113.41M
    Yield*:2.99%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for WASIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TAL4.33-3.97
    SU.TO4.30-1.73
    KKR4.203.62
    TAXI4.09-4.40
    NRF4.016.83

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:113.41M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):0.95%

    Performance & Risk

    YTD Return:-3.49%
    5y Avg Return:16.39%
    Rank in Category (ytd):80
    % Rank in Category (ytd):21.11%
    Beta (3y):0.94
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks current income; long-term growth of capital is a secondary consideration. The fund invests primarily in income-producing securities. It will invest the fund's assets in income-producing domestic and foreign securities, including equity securities and fixed income securities of companies of all market capitalizations. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, energy, financials, industrials and information technology. View More
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