Funds Impacted by Earning
Fund Mojo provides investors and financial advisors with deep financial intelligence through systematic data collection, correlation and analysis, as well as a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.
Mutual Fund Insights: Wasatch Small Cap Growth Fund (WAAEX)
In-depth Analysis of Wasatch Small Cap Growth (WAAEX)
6 months 1 year 3 year 5 year |
-
Last Trade: $28.96 on 11/19/2009, Change: -0.60 (-2.03%)
Fund Manager - Jeff Cardon
Fund Manager Tenure: 23.0 yearsFundmojo Fund Grade: A (Score: 0.76) (What does this score mean?)Jeff Cardon is president, treasurer and a director of the Advisor.He has been a securities analyst with Wasatch Advisors since 1980. Jeff Cardon has 29 years industry experience. Jeff Cardon holds the Chartered Financial Analyst designation.
Category Average: 13.17% , -7.45% , 0.22% | Category Average: 1.61% | Category Average: 132.21% |
What we like about Wasatch Small Cap Growth Fund (WAAEX)
Data for Wasatch Small Cap Growth Fund (WAAEX) as of October 31, 2009
- Wasatch Small Cap Growth Fund (WAAEX) management has been with Wasatch Small Cap Growth Fund for 23.0 years
- Wasatch Small Cap Growth Fund (WAAEX) has good short-term performance (1-year return 28.64% vs 13.17% Small Growth category average)
- Wasatch Small Cap Growth Fund (WAAEX) has good mid-term performance (3-year return -4.15% vs -7.45% Small Growth category average)
- Wasatch Small Cap Growth Fund (WAAEX) has good Long-term performance (5-year return 1.64% vs 0.22% 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) is less volatile than its peers as it has a 3-year Standard Deviation of 23.09, lower than category average of 24.28
- Wasatch Small Cap Growth Fund (WAAEX) has a lower management fee than its Small Growth average: 1.21% vs 1.61%
- 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 October 31, 2009
Interested in other top mutual funds in similar Small Growth category?
Below are some additional Small Growth mutual funds generated out of our database
- Baron Growth (BGRFX) [ Compare BGRFX with WAAEX ]
- Brown Capital Mgmt Small Co Instl (BCSIX) [ Compare BCSIX with WAAEX ]
- Buffalo Small Cap (BUFSX) [ Compare BUFSX with WAAEX ]
- Browse other funds in Small Growth Category
Wasatch Small Cap Growth Fund (WAAEX) Net Asset
Track net asset change of Wasatch Small Cap Growth fund (WAAEX)
| Date | Net Asset |
| 10/2009 | $799.26M |
| 09/2009 | $808.68M |
| 08/2009 | $698.90M |
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% |
Most Recent Top 10 Holdings in Wasatch Small Cap Growth Fund (WAAEX)
Discover what Wasatch Small Cap Growth Fund (WAAEX) manager is buying
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%] | 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%] | 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%] |
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)
Unique Method to Discover Best Fund Managers with Proven Results
Financial Optimization through Technology Innovation
- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
Click here to download!
Hot selling products
Want details? Click here for performance numbers and sector breakdown of Wasatch Small Cap Growth Fund (WAAEX)
| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
