Wasatch Small Cap Growth
PO Box 2172 Milwaukee, WI 53201-2172
Map
Phone: 800-551-1700
| Category: | Small Growth | | Fund Family: | Wasatch | | Net Assets: | 586.16M | | Year-to-Date Return: | -39.17% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Dec-86 |
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Jeff Cardon
Lead Manager since
08-Dec-86 | | | Cardon has been a securities analyst with Wasatch Advisors since 1980. He is also vice president and member of the board of directors of Wasatch Funds. 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. The fund 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
(28-Dec-07):
| 4.59 | | Annual Holdings Turnover
| 43.00% | | Average for Category:
| 115.78% |
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| Expense | WAAEX | Category
Avg | | Total Expense Ratio: | 1.19%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$378 | $680 | | 5 Yr Expense Projection*: |
$655 | $1,078 | | 10 Yr Expense Projection*: |
$1,445 | $2,142 |
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0.31% Nasdaq 0.00%
0.10 (0.49%) 
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