Wasatch Micro Cap
PO Box 2172 Milwaukee, WI 53201-2172
Phone: 800-551-1700
| Category: |
Small Growth |
| Fund Family: |
Wasatch |
| Net Assets: |
567.01M |
| Year-to-Date Return: |
2.23% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
19-Jun-95 |
|
Daniel Chace
Lead Manager since
31-Jan-04 |
|
| Chace is a portfolio manager for Wasatch. He joined Wasatch in 2002. His industry experience includes JP Morgan Securities, Inc. in New York where he was an Equities Analyst following Latin American financial institutions. Additionally, he worked for SG Cowen Securities Corporation, Oppenheimer & Co., Inc. and Merrill Lynch & Co., Inc. Chace 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 common stocks of companies with market capitalizations of less than $1 billion. It may also purchase investment-grade convertible securities. The fund may invest up to 15% of assets in foreign securities, and up to 5% of assets in companies that are in the process of reorganization or buyout. This fund is nondiversified. |
| Last Dividend
|
N/A |
| Last Cap Gain
(28-Dec-07):
|
1.17 |
| Annual Holdings Turnover
|
48.00% |
| Average for Category:
|
116.44% |
|
| Expense |
WMICX |
Category
Avg |
| Total Expense Ratio: |
2.14%
|
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*: |
$673 |
$694 |
| 5 Yr Expense Projection*: |
$1,154 |
$1,082 |
| 10 Yr Expense Projection*: |
$2,482 |
$2,158 |
|
|
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