WAMVX (Wasatch:Micro Cp Val;Inv)
Net Asset Value: 2.67 1-Day Return: -0.01 (-0.37%) YTD Return as of 2/9/12:Up 10.79%

Classification: Small-Cap Core   Objective: Micro-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.

NAV Chart | Growth of $10,000
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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 10.79 -3.26 26.64 2.27NA
Classification 10.77 3.17 22.80 1.94 7.46
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)51941446NA

Fund Stats

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Investment Objective:Micro-Cap
Net Assets ($Mil)156.60
Inception Date:7/28/03
Manager Name, TenureBrian Bythrow, 2003
Expense Ratio: 2.25%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Virtus Investment Partners Inc Ord VRTS 2.59
First Cash Financial Services Inc Ord FCFS 2.35
Dfc Global Corp Ord DLLR 2.08
Encore Capital Group Inc Ord ECPG 2.07
Franklin Electric Co Inc Ord FELE 1.70
Huron Consulting Group Inc Ord HURN 1.66
Haynes International Inc Ord HAYN 1.64
Fundtech Ltd Ord FNDT 1.52
Caribou Coffee Co Inc Ord CBOU 1.41
Advance America Cash Advance Centers Inc Ord AEA 1.34
% of Total Holdings 18.36

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