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    Wasatch Strategic Income (WASIX)

    12.68 Down 0.05(0.39%) May 29
    Prev Close:12.73
    YTD Return*:3.69%
    Net Assets*:121.93M
    Yield*:2.74%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for WASIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BX4.2930.71
    SU.TO4.042.37
    NRF4.0110.86
    MFA3.940.88
    TAXI3.848.89

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:121.93M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):0.95%

    Performance & Risk

    YTD Return:3.69%
    5y Avg Return:15.97%
    Rank in Category (ytd):28
    % Rank in Category (ytd):7.12%
    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 consumer discretionary, consumer staples, energy, financials, industrials and information technology. View More
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