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    Wasatch Strategic Income (WASIX)

    11.92 Up 0.03(0.25%) Aug 4
    Prev Close:11.89
    YTD Return*:-0.80%
    Net Assets*:114.03M
    Yield*:3.08%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for WASIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BX4.29N/A
    SU.TO4.04N/A
    NRF4.01N/A
    MFA3.94N/A
    TAXI3.84N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:114.03M
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):0.95%

    Performance & Risk

    YTD Return:-0.80%
    5y Avg Return:16.68%
    Rank in Category (ytd):83
    % Rank in Category (ytd):16.18%
    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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