Tuesday November 24, 2009 12:50 AM ET
-
Bank Notes | College Planning | Debt | Elder Care | Employment | Estate Planning | Health Care | Insurance | Marriage & Divorce | Real Estate | Retirement | Taxes
-
Net Asset Value:
29.241-Day Return:
0.31 (1.07%)YTD Return
as of 11/23/09:
as of 11/23/09:
41.94%WAAEX
(Wasatch:Sm Cap Growth)
Classification: Small-Cap Growth
Objective: Small-Cap
Open to New Investors: Yes
Lipper Rating
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.
| Growth of $10,000
| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 41.94 | 70.19 | -3.57 | 1.55 | 7.13 |
| Classification | 28.77 | 55.23 | -6.94 | 0.07 | 0.75 |
| Index (S&P 500) | 25.20 | 41.80 | -5.60 | 0.80 | -0.60 |
| % Rank in Class (1-best,100=worst) | 11 | 13 | 13 | 30 | 2 |
| Investment Objective: | Small-Cap |
|---|---|
| Net Assets ($Mil) | 799.30 |
| Inception Date: | 12/6/86 |
| Manager Name, Tenure | Jeff Cardon, 1997 |
| Expense Ratio: | 1.21% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
| Company Name | Symbol | % Net Assets |
|---|---|---|
| Msci Inc | MXB | 3.08 |
| Copart Inc | CPRT | 3.01 |
| Resources Connection Inc | RECN | 3.00 |
| Msc Industrial Direct Co Inc | MSM | 2.82 |
| Hdfc Bank Ltd | HDB | 2.74 |
| Cognizant Technology Solutions Corp | CTSH | 2.56 |
| Hibbett Sports Inc | HIBB | 2.53 |
| Power Integrations Inc | POWI | 2.48 |
| Knight Transportation Inc | KNX | 2.47 |
| Stantec Inc | STN | 2.28 |
| % of Total Holdings | 26.97 | |
Advertisements
Hear our feeds on Jott
Post/View comments about this fund
SmartMoney Mobile | Customer Service | Magazine Customer Service | Subscribe to SmartMoney Magazine | Your Profile | Contact Us
About Our Ads | Corrections | Custom Publishing | License Our Content | Media Kit | Press Room | Events | Site Map | Labs |
About Our Ads | Corrections | Custom Publishing | License Our Content | Media Kit | Press Room | Events | Site Map | Labs |
You Are Viewing: SmartMoney.com — Investing, Saving and Personal Finance.
