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Wasatch Small Cap Growth Portfolio   

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The Wasatch Small Cap Growth Portfolio is a moderate to aggressive small cap growth portfolio.

About This Portfolio

Inception:9/8/1975
Net Assets:$4,374.4 (million) as of 03/31/14
Account Minimum:$1 million
Objective:

The Small Cap Growth Portfolio seeks long-term growth of capital through small cap investments. Income is a secondary objective, but only when consistent with long-term growth of capital.

Strategy:
We believe that earnings growth drives stock prices, and that smaller companies can grow faster than large ones. This portfolio invests primarily in small growth companies with market capitalizations of less than $3 billion at the time of purchase. This portfolio creates a blend of “core” companies and “high growth” companies. Core companies have the potential to grow steadily over long periods of time. High growth companies are those we believe will grow faster and more aggressively.
Compared to Other Wasatch Portfolios:

This Portfolio is less aggressive and concentrated than Small Cap Ultra Growth. It is more aggressive and has potential for higher growth than Small Cap Core.

Mutual Fund:Wasatch Small Cap Growth Fund (WAAEX)

Small Cap Growth Composite Performance

as of 03/31/2014
1Yr3Yr5Yr10Yr
Gross24.66%15.58%26.33%10.75%
Net23.51%14.53%25.20%9.79%
Russell 2000® Growth Index27.19%13.61%25.24%8.87%
Russell 2000® Index24.90%13.18%24.31%8.53%

Performance figures for the latest period are preliminary and subject to change. Past performance is not indicative of future results.

The Russell 2000 Index measures the performance of the 2,000 smallest companies in the Russell 3000® Index, which represents approximately 8% of the total market capitalization of the Russell 3000 Index.   The Russell 2000 Growth Index measures the performance of the Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values.  

You cannot invest directly in indexes.

For a GIPS-compliant composite presentation and a complete list of composites, click here:  Small Cap Growth Composite Presentation, Complete List of Composites

CFA® is a trademark owned by CFA Institute.