The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in small growth companies. It invests at least 80% of the fund's net assets in the equity securities of small companies with market capitalizations of less than $2.5 billion at the time of purchase. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. It may invest a large percentage of its assets in a few sectors, including information technology, industrials, consumer discretionary, health care, energy and financials.
Fund filings (PDF) »
Jeff Cardon (Started: Dec 8, 1986)
J.B. Taylor (Started: Jan 31, 2013)
# Contact ?>
Wasatch Funds Inc, P.O. Box 2172