Ticker: WAAEX
Assets: $596 million
Expense ratio: 1.21 percent
YTD return: 21 percent
10-yr. avg. annual return: 8 percent
Manager Jeff Cardon looks for companies that hold little debt and expect at least 15 percent profit growth over the next five years. He also prefers companies led by managers who hold a significant stake in the business. Lately, Cardon has been buying energy stocks.