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 |
|
|
0.02 (0.74%)
