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Wasatch Strategic Income (WASIX)

13.07 Down 0.15(1.13%) Nov 28
Prev Close:13.22
YTD Return*:12.80%
Net Assets*:111.17M
Yield*:2.69%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for WASIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CVS4.1621.87
SU.TO4.16-1.10
TAL4.06-21.78
GWW3.33-1.85
OXY3.32-6.10

Fund Basics

Morningstar Overall Rating:
Total Assets:111.17M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.95%

Performance & Risk

YTD Return:12.80%
5y Avg Return:18.56%
Rank in Category (ytd):1
% Rank in Category (ytd):0.26%
Beta (3y):0.91
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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