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Wasatch Small Cap Growth Fund: (MF: WAAEX)
(NASDAQ Mutual Funds) As of May 23, 2024 08:00 PM ET
$35.78 USD
-0.41 (-1.13%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in December 1986 and is managed by Wasatch Advisors, Inc. The fund seeks to provide long-term growth of capital by investing primarily in the common stocks of companies with market capitalizations of less than $2.5 billion at the time of initial purchase. The fund usually invests in companies that have the potential to grow faster and more aggressively than core companies. Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Wasatch Small Cap Growth Inv | WAAEX | NA | NA | 2.00 | 0.00 | 1.00 | 1.15 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Wasatch Small Cap Growth | WAAEX | 35.78 | 11/18/1986 | 0.00 | 10.38 | -11.66 | 5.24 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Wasatch Small Cap Growth Inv | WAAEX | 2000 | 100 | 2000 | A |
Contact Information
| Family | Wasatch |
| Address | 150 Social Hall Ave, 4th Fl Salt Lake City, UT 84111 |
| Phone | 800 551-1700 |