Long-term growth of capital
We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. We look for companies with:
All cap flexibility with a focus on mid-cap companies
Approximately 20-40 positions
We believe our fundamental, bottom-up research process lends itself to finding companies in which there’s still tremendous headroom for growth as their stocks move beyond small market capitalization limits.”
Returns for periods greater than one year are annualized. The performance data quoted represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the data quoted. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. The Advisor may absorb certain expenses, leading to higher total shareholder returns. Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. Performance data does not reflect this redemption fee or taxes. Total Expense Ratio: Institutional Class 10.54%. The Advisor has contractually agreed to limit certain expenses to 0.85% through at least 1/31/2024.
The hypothetical chart does not reflect the deduction of fees, sales charges, or taxes that you would pay on fund distributions or the redemption of fund shares.
Weights are calculated as a percentage of net assets including cash & cash equivalents
Weights are calculated as a percentage of net assets including cash & cash equivalents
Wasatch Global Investors announced today the launch of the Wasatch U.S. Select…
Read More >Small- and large-cap stocks each possess desirable characteristics, but also a trade-off….
Read More >Investing in small or micro cap funds can be more volatile and loss of principal could be greater than investing in large cap or more diversified funds. Investing in foreign securities, especially in emerging and frontier markets, entails special risks, such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus. Being non-diversified, the Fund can invest a larger portion of its assets in the stocks of a limited number of companies than a diversified fund. Non-diversification increases the risk of loss to the Fund if the values of these securities decline.