2005-12-08T05:30:54+00:00
150 SOCIAL HALL AVENUE, 4TH FLOOR,
Phone: 800-551-1700
| Category: | Small Growth | | Fund Family: | Wasatch | | Net Assets: | 628.09M | | Year-to-Date Return: | 21.21% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Dec-86 |
|
Jeff Cardon
Lead Manager since
08-Dec-86 | | | Cardon is president, treasurer and a director of the Advisor.He has been a securities analyst with Wasatch Advisors since 1980. He has 29 years industry experience. 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 |
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| The investment seeks long-term growth of capital. Income is a secondary consideration, but only when consistent with long-term growth of capital. The fund invests primarily in small growth 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. |
| Last Dividend
(30-Dec-91):
| 0.72 | | Last Cap Gain
(19-Dec-08):
| 0.06 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 134.69% |
|
| Expense | WAAEX | Category
Avg | | Total Expense Ratio: | 1.21%
| 1.65% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$384 | $675 | | 5 Yr Expense Projection*: |
$665 | $1,076 | | 10 Yr Expense Projection*: |
$1,465 | $2,167 |
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|
0.42 (1.48%)
