Dow Down 0.25% Nasdaq Down 0.14%

Wasatch Strategic Income (WASIX)

12.77 Down 0.03(0.23%) Sep 29
Prev Close:12.80
YTD Return*:12.94%
Net Assets*:97.18M
Yield*:2.68%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for WASIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NRF5.4750.36
HLF4.48-36.15
SU.TO4.4015.91
BX3.8910.95
AAPL3.7830.61

Fund Basics

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

Performance & Risk

YTD Return:12.94%
5y Avg Return:18.37%
Rank in Category (ytd):3
% Rank in Category (ytd):0.77%
Beta (3y):0.95
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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