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Wasatch Small Cap Growth Investor

WAAEX
39.94
+0.23
+0.58%
5/2/2016
5 Years
  • Previous Close

    39.71

  • Net Assets

    1.78B

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.22%

  • Category

    Small Growth

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Wasatch

Fund Style

Open

Fund Manager

Jeff Cardon

Investment Style

Small Growth

The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in small growth companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of small-capitalization companies. Equity securities include common stock, preferred stock and securities convertible into common stock, warrants and rights, and other securities with equity characteristics. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets.

Purchase Information

Initial Purchase 2,000
Initial Purchase: IRA 2,000
Initial Purchase: AIP 1,000

Inception

12/8/1986

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