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Wasatch Strategic Income (WASIX)

12.42 Up 0.13(1.06%) Oct 20
Prev Close:12.29
YTD Return*:9.84%
Net Assets*:97.18M
Yield*:2.76%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for WASIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NRF5.4739.60
HLF4.48-44.18
SU.TO4.404.15
BX3.892.06
AAPL3.7825.47

Fund Basics

Morningstar Overall Rating:
Total Assets:97.18M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.95%

Performance & Risk

YTD Return:9.84%
5y Avg Return:17.08%
Rank in Category (ytd):3
% Rank in Category (ytd):0.77%
Beta (3y):0.93
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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