Wasatch Micro Cap Value
PO Box 2172 Milwaukee, WI 53201-2172
Phone: 800-551-1700
| Category: |
Small Growth |
| Fund Family: |
Wasatch |
| Net Assets: |
116.21M |
| Year-to-Date Return: |
7.02% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
28-Jul-03 |
|
Brian A. Bythrow
Lead Manager since
28-Jul-03 |
|
| Bythrow is a portfolio manager for Wasatch. He joined Wasatch in 2003. From 1998 to 2003, Bythrow worked in Indiana as a Portfolio Manager for the Monogram Special Equity Fund. Earlier, he was an Equity Analyst with Parkstone Funds and a Credit Analyst with Shoreline Bank, both in Michigan. Bythrow 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. The fund normally invests at least 80% of assets in the common stocks of micro cap companies. It invests primarily in the common stocks of companies with market capitalizations of less than $1 billion at the time of initial purchase. The fund may invest in technology and health care companies. It may also invest a large percentage of assets in a few sectors. The fund is nondiversified. |
| Last Dividend
|
N/A |
| Last Cap Gain
(28-Dec-07):
|
0.41 |
| Annual Holdings Turnover
|
105.00% |
| Average for Category:
|
116.44% |
|
| Expense |
WAMVX |
Category
Avg |
| Total Expense Ratio: |
2.25%
|
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*: |
$720 |
$694 |
| 5 Yr Expense Projection*: |
$1,239 |
$1,082 |
| 10 Yr Expense Projection*: |
$2,662 |
$2,158 |
|
|
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