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Wasatch Strategic Income (WASIX)

11.98 Up 0.06(0.50%) Apr 17
Get the big picture on all your investments.
Prev Close:11.92
YTD Return*:3.76%
Net Assets*:72.01M
Yield*:2.75%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for WASIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MTGE5.9711.51
NRF5.4821.78
HLF5.15-25.67
KFN5.11-0.98
PowerShares Dynamic Pharmaceuticals4.10-0.58

Fund Basics

Morningstar Overall Rating:
Total Assets:72.01M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.95%

Performance & Risk

YTD Return:3.76%
5y Avg Return:22.98%
Rank in Category (ytd):19
% Rank in Category (ytd):4.53%
Beta (3y):0.92
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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