3 / 5 Stars
4 4 3 2 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#54 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 40.69 percent over the past year, 17.75 percent over the past three years, 20.88 percent over the past five years, and 8.27 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||31.6%|
|3 Years (Annualized)||17.8%|
|5 Years (Annualized)||20.9%|
|10 Years (Annualized)||8.3%|
The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in small companies. It normally invests at least 80% of the fund's net assets in the equity securities of small-capitalization companies. The secondary objective of income is achieved when fast growing portfolio companies pay dividends, generated by cash flow, typically after achieving growth targets.
Fees are Above Average compared to funds in the same category.
Wasatch Small Cap Value Fund has an expense ratio of 1.46 percent.
Risk is Average compared to funds in the same category according to Morningstar.