Wasatch Micro Cap Value
150 SOCIAL HALL AVENUE, 4TH FLOOR,
Phone: 800-551-1700
| Category: | Small Growth | | Fund Family: | Wasatch | | Net Assets: | 75.45M | | Year-to-Date Return: | 32.58% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jul-03 |
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Brian A. Bythrow
Lead Manager since
28-Jul-03 | | | Bythrow is a portfolio manager for Wasatch, his employer since 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. |
| 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. The fund invests primarily in micro cap companies. It invests at least 80% of the net assets in the equity securities of micro cap companies with market capitalizations of less than $1 billion. It may invest up to 30% of assets in securities issued by foreign companies in developed or emerging markets. The fund may invest in initial public offerings. The fund may also invest in growth companies. |
| Last Dividend
| N/A | | Last Cap Gain
(28-Dec-07):
| 0.41 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 134.69% |
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| Expense | WAMVX | Category
Avg | | Total Expense Ratio: | 2.25%
| 1.65% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$714 | $675 | | 5 Yr Expense Projection*: |
$1,226 | $1,076 | | 10 Yr Expense Projection*: |
$2,632 | $2,167 |
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0.01 (0.46%)
