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) »

Asset managers:
John Malooly (Started: Jan 31, 2012)
Paul Lambert (Started: Jan 31, 2012)

Advisor Company:
Wasatch Advisors Inc.
Fund family reports on Morningstar »

	1 year	3 years	5 years	10 years
Alpha*	-11.04	-0.10	-0.18	-0.71
Beta*	1.19	0.98	1.10	1.19
Mean annual return	0.68	1.07	0.61	0.78
R-squared*	80.60	81.49	81.89	72.45
Standard deviation	13.53	16.32	22.82	20.51
Sharpe ratio	0.60	0.78	0.31	0.37
* Against standard index

Risk measurement details »

Security	Net Assets
Polypore International, Inc. (PPO)	3.41%
Yes Bank Ltd. (YESBANK)	2.80%
Greenspring Global Partners Ii Greenspring Ii Series A7	2.80%
DFC Global Corp (DLLR)	2.43%
Tangoe Inc (TNGO)	2.35%
SEI Investments Company (SEIC)	2.11%
Idex Corporation (IEX)	2.08%
Waste Connections, Inc. (WCN)	2.02%
Cognizant Technology Solutions Corporation Class A (CTSH)	1.96%
Ultimate Software Group, Inc. (ULTI)	1.87%

Holdings Performance »