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Monday November 23, 2009 10:25 AM ET
SmartMoney
Net Asset Value: 
11.30
1-Day Return: 
-0.02 (-0.18%)
YTD Return
as of 11/20/09: 
Up 27.25%
FMLSX 
(Wasatch:1st Srce Long/Sh)
Classification: Long/Short Equity Funds     Objective: Long/Short Equity
Open to New Investors: Yes
Lipper Rating
Total Return
Consistent Return
Preservation
Tax Efficiency
Expense
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
NAV Chart | Growth of $10,000
Fund Chart
Total Returns (As of 11/20/2009)
 YTD1Yr3Yr5Yr10Yr
Fund 27.25 48.24 2.48 5.15NA
Classification 15.90 34.15 -3.64 2.15 -1.27
Index (S&P 500) 23.50 48.80 -5.90 0.70 -0.90
% Rank in Class (1-best,100=worst)15281118NA
Fund Stats
Investment Objective:Long/Short Equity
Net Assets ($Mil)147.90
Inception Date:8/1/03
Manager Name, TenureShinnick/Shive, 2003 / 2003
Expense Ratio: 1.46%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%
Top 10 Holdings (As of 6/30/09)
Company NameSymbol% Net Assets
Wal-mart WMT 6.48
Loews Corp L 5.86
Republic Services Inc RSG 4.83
Cna Financial CNA 4.14
Cerner Corp CERN 3.33
Waste Management Inc WM 3.31
Noble Corp NE 2.91
Oracle Corp ORCL 2.87
Electronic Arts Inc ERTS 2.79
Ebay Inc EBAY 2.75
% of Total Holdings 39.27
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