The investment seeks long-term growth of capital; income is a secondary consideration. The fund primarily invests in the equity securities of rapidly growing companies. These companies are usually small to mid-size with market capitalizations of less than $5 billion at the time of purchase. It may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. The fund may invest a large percentage of its assets in a few sectors, including information technology, financials, health care, consumer discretionary and industrials. It may invest in initial public offerings (IPOs).
Fund filings (PDF) »
John Malooly (Started: Jan 31, 2012)
Paul Lambert (Started: Jan 31, 2012)
# Contact ?>
Wasatch Funds Inc, P.O. Box 2172