WAAEX (Wasatch:Sm Cap Gr;Inv)
Net Asset Value: 41.28 1-Day Return: 0.27 (0.66%) YTD Return as of 5/23/12:Up 9.18%

Classification: Small-Cap Growth   Objective: Small-Cap   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.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 9.18 4.08 22.89 4.40 6.59
Classification 5.23 -5.49 19.79 0.70 5.35
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)8322721

Fund Stats

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Investment Objective:Small-Cap
Net Assets ($Mil)1,716.30
Inception Date:12/6/86
Manager Name, TenureJeff Cardon, 1997
Expense Ratio: 1.23%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 12/31/11)

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Company NameSymbol% Net Assets
Knight Transportation Inc Ord KNX 4.47
Power Integrations Inc Ord POWI 3.88
Ultimate Software Group Inc Ord ULTI 3.79
Life Time Fitness Inc Ord LTM 3.02
Msc Industrial Direct Co Inc Ord MSM 2.65
Hibbett Sports Inc Ord HIBB 2.54
Peet's Coffee & Tea Inc Ord PEET 2.50
Heico Corp Ord HEI.A 2.30
Wirecard Ag Ord NA 2.08
Netsuite Inc Ord N 1.87
% of Total Holdings 29.1

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