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    Wanger USA (WUSAX)

    40.53 Down 0.33(0.81%) May 29
    Prev Close:40.86
    YTD Return*:2.84%
    Net Assets*:782.78M
    Yield*:N/A

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for WUSAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MTD3.797.13
    AME3.691.41
    NDSN3.494.99
    EXR3.1014.58
    IPGP3.0123.38

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:782.78M
    Category:Small Growth
    Annual Report Expense Ratio (net):0.96%

    Performance & Risk

    YTD Return:2.84%
    5y Avg Return:12.82%
    Rank in Category (ytd):57
    % Rank in Category (ytd):7.46%
    Beta (3y):1.10
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount any borrowings for investment purposes) in U.S. companies. It invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $5 billion at the time of initial investment. View More
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