Wasatch Small Cap Value
Wasatch Funds Inc P.O. Box 2172 Milwaukee, WI 53201-2172
Phone: 800-551-1700
| Category: |
Small Blend |
| Fund Family: |
Wasatch |
| Net Assets: |
207.37M |
| Year-to-Date Return: |
-4.83% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
17-Dec-97 |
|
Jim Larkins
Lead Manager since
01-Jan-99 |
|
| Larkins is a portfolio manager with Wasatch Advisors . He joined the company in 1995 as a securities analyst. |
| 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 objective, but only when consistent with long-term growth of capital. The fund invests primarily in small companies.It invests at least 80% of assets in the equity securities of small companies with market capitalizations of less than $2.5 billion. It may invest up to 20% of assets in securities issued by foreign companies in developed or emerging markets. The fund may also invest in growth companies. |
| Last Dividend
(28-Dec-07):
|
0.01 |
| Last Cap Gain
(28-Dec-07):
|
1.29 |
| Annual Holdings Turnover
|
89.00% |
| Average for Category:
|
96.31% |
|
| Expense |
WMCVX |
Category
Avg |
| Total Expense Ratio: |
1.81%
|
1.53% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.37% |
| Max Deferred Sales Load: |
%
|
2.41% |
| 3 Yr Expense Projection*: |
$570 |
$629 |
| 5 Yr Expense Projection*: |
$981 |
$1,005 |
| 10 Yr Expense Projection*: |
$2,127 |
$2,021 |
|
|
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