Wasatch Small Cap Value (WMCVX)
* As of 31-Aug-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.26%|
Performance & Risk
|5y Avg Return:||17.98%|
|Rank in Category (ytd):||2|
|% Rank in Category (ytd):||0.27%|
|Morningstar Risk Rating:||2|
The investment seeks long-term growth of capital; income is a secondary consideration.
The fund invests primarily in small companies. It will invest at least 80% of the fund's net assets in the equity securities of small-capitalization companies. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. It may invest a large percentage of its assets in a few sectors, including industrials, information technology, financials, consumer discretionary, health care and energy. View More