3 / 5 Stars
2 2 2 1 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#130 in Small Growth
U.S. News evaluated 211 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 37.55 percent over the past year, 17.39 percent over the past three years, 19.33 percent over the past five years, and 7.76 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||36.8%|
|3 Years (Annualized)||17.4%|
|5 Years (Annualized)||19.3%|
|10 Years (Annualized)||7.8%|
The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests 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. 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 Micro Cap Fund has an expense ratio of 2.14 percent.
Risk is Average compared to funds in the same category according to Morningstar.