3 / 5 Stars
4 4 3 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
#52 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 33.18 percent over the past year, 14.57 percent over the past three years, 28.93 percent over the past five years, and 7.67 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.9%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||28.9%|
|10 Years (Annualized)||7.7%|
The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in small companies. It will invest at least 80% of the fund's net assets in the equity securities of small-capitalization companies. The fund 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. It may invest a large percentage of its assets in a few sectors, including industrials, information technology, financials, consumer discretionary, health care and energy.
Fees are Above Average compared to funds in the same category.
Wasatch Small Cap Value Fund has an expense ratio of 1.26 percent.
Risk is Average compared to funds in the same category according to Morningstar.