Wasatch Small Cap Value
PO Box 2172 Milwaukee, WI 53201-2172
Map
Phone: 800-551-1700
| Category: | Small Blend | | Fund Family: | Wasatch | | Net Assets: | 402.45M | | Year-to-Date Return: | -7.58% | | Yield: | 0.26% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Dec-97 |
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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 |
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| The investment seeks long-term growth of capital. Income is a secondary objective. 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. 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
| 84.00% | | Average for Category:
| 93.00% |
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| Expense | WMCVX | Category
Avg | | Total Expense Ratio: | 1.69%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$615 | $591 | | 5 Yr Expense Projection*: |
$1,057 | $967 | | 10 Yr Expense Projection*: |
$2,285 | $1,931 |
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1.49% Nasdaq 
0.27%
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