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 Dow Down 1.10% Nasdaq Down 1.69%

Wasatch Strategic Income (WASIX)

12.76 Down 0.04(0.31%) Jul 30
Prev Close:12.76
YTD Return*:10.25%
Net Assets*:87.65M
Yield*:2.75%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for WASIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NRF6.1630.97
HLF5.03-17.27
SU.TO4.3923.16
OXY4.159.61
PETM4.11-16.07

Fund Basics

Morningstar Overall Rating:
Total Assets:87.65M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.95%

Performance & Risk

YTD Return:10.25%
5y Avg Return:19.78%
Rank in Category (ytd):6
% Rank in Category (ytd):1.47%
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 financials, information technology, consumer staples, energy and industrials. View More
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