3 / 5 Stars
2 2 2 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#79 in Small Growth
U.S. News evaluated 219 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 21.97 percent over the past year, 13.20 percent over the past three years, 19.24 percent over the past five years, and 7.26 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||19.2%|
|10 Years (Annualized)||7.3%|
The investment seeks long-term growth of capital; income is a secondary consideration. The fund will invest at least 80% of the fund's net assets in the equity securities of micro cap companies with market capitalizations of less than $1 billion at the time of purchase. It may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. The fund may invest a large percentage of its assets in a few sectors, including information technology, health care, industrials, financials and consumer discretionary.
Fees are Above Average compared to funds in the same category.
Wasatch Micro Cap Fund has an expense ratio of 2.13 percent.
Risk is Average compared to funds in the same category according to Morningstar.