Wasatch Small Cap Growth
PO Box 2172 Milwaukee, WI 53201-2172
Phone: 800-551-1700
| Category: |
Small Growth |
| Fund Family: |
Wasatch |
| Net Assets: |
1.04B |
| Year-to-Date Return: |
8.36% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
08-Dec-86 |
|
Jeff Cardon
Lead Manager since
06-Dec-86 |
|
| Cardon has been a securities analyst with Wasatch Advisors since 1980. He is also vice president and member of the board of directors of Wasatch Funds. Cardon holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$2,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$1,000 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks long-term growth of capital; income is a secondary consideration. The fund primarily invests common stocks of companies with market capitalizations of less than $2.5 billion. It may invest in preferreds and convertibles or bonds with attached warrants. The fund may also invest a portion of assets in foreign securities (not including ADRs), and in special situations, such as mergers or reorganizations. The fund is nondiversified. |
| Last Dividend
(30-Dec-91):
|
0.72 |
| Last Cap Gain
(28-Dec-07):
|
4.59 |
| Annual Holdings Turnover
|
43.00% |
| Average for Category:
|
116.44% |
|
| Expense |
WAAEX |
Category
Avg |
| Total Expense Ratio: |
1.19%
|
1.61% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.33% |
| Max Deferred Sales Load: |
0.00%
|
2.65% |
| 3 Yr Expense Projection*: |
$375 |
$694 |
| 5 Yr Expense Projection*: |
$650 |
$1,082 |
| 10 Yr Expense Projection*: |
$1,433 |
$2,158 |
|
|
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