3 / 5 Stars
4 4 3 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
#67 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 28.74 percent over the past year, 14.19 percent over the past three years, 25.23 percent over the past five years, and 7.43 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.2%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||25.2%|
|10 Years (Annualized)||7.4%|
The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in small companies. It normally at least 80% of the fund's net assets in the equity securities (including common stock, preferred stock and securities convertible into common stock, warrants and rights, and other securities with equity securities which includes any instrument tied to a specific security or basket of securities, such as equity-linked derivatives and notes, certain options on common stock, and exchange traded funds) of small-capitalization companies.
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.