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    Wasatch Strategic Income (WASIX)

    13.03 Up 0.05(0.39%) Dec 19
    Prev Close:12.98
    YTD Return*:13.67%
    Net Assets*:121.87M
    Yield*:2.67%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for WASIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CVS4.1627.41
    SU.TO4.16-5.65
    TAL4.06-20.17
    GWW3.33-2.77
    OXY3.32-9.31

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:121.87M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):0.95%

    Performance & Risk

    YTD Return:13.67%
    5y Avg Return:17.27%
    Rank in Category (ytd):4
    % Rank in Category (ytd):1.06%
    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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