4 / 5 Stars
3 1 4 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#64 in Small Growth
U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.62 percent over the past year, 16.09 percent over the past three years, 27.98 percent over the past five years, and 7.96 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.9%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||28.0%|
|10 Years (Annualized)||8.0%|
The investment seeks long-term growth of capital; income is a secondary consideration. The fund normally invests at least 65% of its net assets in the equity securities of growing companies. These companies are usually small to mid-size with market capitalizations of less than $5 billion at the time of purchase. It may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. Securities issued by companies incorporated outside the United States whose securities are publicly traded in the United States are not defined as foreign companies and are not subject to this limitation.
Fees are Above Average compared to funds in the same category.
Wasatch Core Growth Fund has an expense ratio of 1.21 percent.
Risk is Low compared to funds in the same category according to Morningstar.