Mutual Fund Insights: Wasatch Small Cap Growth Fund (WAAEX)

In-depth Analysis of Wasatch Small Cap Growth Fund (WAAEX)

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See Wasatch Small Cap Growth Fund (WAAEX) performance details as of January 31, 2010

  

Last Trade: $32.42 on 3/18/2010, Change: -0.06 (-0.18%)

Experiment our closing price forecasting tool for Wasatch Small Cap Growth Fund (WAAEX) (alpha release)

  

Fund Manager - Jeff Cardon

Fund Manager Tenure: 23.3 years
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

Cardon is president, treasurer and a director of the Advisor.He has been a securities analyst with Wasatch Advisors since 1980. He has 29 years industry experience. Cardon holds the Chartered Financial Analyst designation.  Get more insights on Jeff Cardon

  

 What we like about Wasatch Small Cap Growth Fund (WAAEX)

Data for Wasatch Small Cap Growth Fund (WAAEX) as of January 31, 2010

• Wasatch Small Cap Growth Fund (WAAEX) management has been with Wasatch Small Cap Growth Fund for 23.3 years
• Wasatch Small Cap Growth Fund (WAAEX) has good short-term performance (1-year return 52.27% vs 39.62% Small Growth category average)
• Wasatch Small Cap Growth Fund (WAAEX) has good mid-term performance (3-year return -4.50% vs -6.96% Small Growth category average)
• Wasatch Small Cap Growth Fund (WAAEX) has good Long-term performance (5-year return 1.03% vs 0.25% Small Growth category average)
• Wasatch Small Cap Growth Fund (WAAEX) ratio of up-years vs down years is greater than 2
• Wasatch Small Cap Growth Fund (WAAEX) has a Morningstar rating of 4 and above
• Wasatch Small Cap Growth Fund (WAAEX) has an annual stock turnover rate of 52.00% vs Small Growth average of 131.92%. It is good that Wasatch Small Cap Growth management does not trade extensively for its return.
• Wasatch Small Cap Growth Fund (WAAEX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.68, lower than category average of 24.84
• Wasatch Small Cap Growth Fund (WAAEX) has a lower management fee than its Small Growth average: 1.21% vs 1.60%
• Wasatch Small Cap Growth Fund (WAAEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Wasatch Small Cap Growth Fund (WAAEX)

Data for Wasatch Small Cap Growth Fund (WAAEX) as of January 31, 2010

See Wasatch Small Cap Growth Fund (WAAEX) performance details as of January 31, 2010

  

  

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Wasatch Small Cap Growth Fund (WAAEX) Net Asset

Track net asset change of Wasatch Small Cap Growth fund (WAAEX)

Date	Net Asset
01/2010	$877.36M
11/2009	$840.19M
10/2009	$799.26M

More historic net asset information on Wasatch Small Cap Growth Fund (WAAEX)

  

Wasatch Small Cap Growth Fund (WAAEX) Portfolio Allocation

Track portfolio allocation change of Wasatch Small Cap Growth fund (WAAEX)

Date	Cash	Stock	Bond	Other
06/2009	9.16%	87.82%	0.44%	2.58%
12/2008	0.34%	95.56%	0%	4.1%
09/2008	5.85%	91.06%	0%	3.09%

Click here to see more historic asset allocation information on Wasatch Small Cap Growth Fund (WAAEX)

  

Most Recent Top 10 Holdings in Wasatch Small Cap Growth Fund (WAAEX)

Discover what Wasatch Small Cap Growth Fund (WAAEX) manager is buying

30-Jun-09 MSCI INC [3.08%] Copart, Inc. [3.01%] Resources Connection, Inc. [3%] MSC INDUSTRIAL DRCT [2.82%] HDFC BANK LTD [2.74%] Cognizant Technology Solutions [2.56%] Hibbett Sports, Inc. [2.53%] Power Integrations, Inc. [2.48%] KNIGHT TRANS INC [2.47%] STANTEC INC [2.28%]

31-Dec-08 Resources Connection, Inc. [4.06%] Techne Corporation [3.38%] HDFC BANK LTD [3.38%] MSC INDUSTRIAL DRCT [3.37%] KNIGHT TRANS INC [3.19%] Power Integrations, Inc. [2.71%] STANTEC INC [2.59%] Bio-Reference Laboratories, Inc [2.47%] Hibbett Sports, Inc. [2.35%]

30-Sep-08 Resources Connection, Inc. [3.97%] Techne Corporation [3.74%] MEDNAX, INC [3.53%] FACTSET RESEARCH SYS [2.63%] HDFC BANK LTD [2.56%] Power Integrations, Inc. [2.3%] MSC INDUSTRIAL DRCT [2.17%] Copart, Inc. [2.14%]

Click here for Stock Holding Change Map in Wasatch Small Cap Growth Fund (WAAEX)

  

Related books and products to Wasatch Small Cap Growth Fund (WAAEX)

  

Latest News on Wasatch Small Cap Growth (WAAEX)

See what is happening with Wasatch Small Cap Growth Fund (WAAEX)

The "Lost Decade" was Not Lost at Wasatch Funds (Business Wire) See more news on Wasatch Small Cap Growth Fund (WAAEX)

 

Books and Resources

 

 

See more information on Wasatch Small Cap Growth Fund (WAAEX)

• Wasatch Small Cap Growth Fund Insights
• Wasatch Small Cap Growth Fund Performance Data
• Wasatch Small Cap Growth Fund News
• Wasatch Small Cap Growth Fund Score Explaination
• Wasatch Small Cap Growth Fund Manager Information
• Historic Wasatch Small Cap Growth Fund Asset Allocation Report
• Historic Wasatch Small Cap Growth Fund Top 10 Holding Tracking
• Historic Wasatch Small Cap Growth Fund Asset Under Management Tracking