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Wasatch Mid Cap Growth Portfolio   

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The Wasatch Mid Cap Growth Portfolio is a steady, mid and large cap growth portfolio aiming to provide long-term growth of capital.

About This Portfolio

Inception:6/18/2004
Net Assets:$190.3 (million) as of 03/31/14
Account Minimum:$1 million
Objective:

The primary investment objective of the Mid Cap Growth Portfolio is long-term growth of capital. Income is a secondary objective, but only when consistent with long-term growth of capital. Currently, we do not expect the Portfolio's investments to generate substantial income.

Strategy:

This portfolio invests primarily in mid- and large-cap growth companies at reasonable prices, typically $3 to 20 billion at the time of purchase. With a heritage of past performance for Wasatch, many of these companies are “graduates” of Wasatch small and micro cap portfolios. The Mid Cap Growth Portfolio will typically hold between 60 and 90 positions and may invest 10% to 20% of its total assets in foreign securities. We focus on companies that we consider to be high-quality and stable, and that have the potential to grow steadily for long periods of time. The Portfolio seeks to purchase stocks at prices we believe are reasonable relative to our projection of a company’s long-term earning growth rate.

Compared to Other Wasatch Portfolios:

Invests in larger companies than those in which most Wasatch Portfolios invest.

Mutual Fund:Wasatch Heritage Growth Fund (WAHGX)

Mid Cap Growth Composite Performance

as of 03/31/2014
1Yr3Yr5Yr10Yr
Gross24.66%13.19%22.46%N/A
Net23.80%12.40%21.61%N/A
Russell Midcap® Growth Index24.22%13.52%24.73%N/A
S&P 500 Index21.86%14.66%21.16%N/A

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

The Russell Midcap Growth Index measures the performance of those Russell Midcap Index companies with higher price-to-book ratios and higher forecasted growth values. The stocks are also members of the Russell 1000 Growth Index.  The S&P 500 Index represents 500 of the United States’ largest stocks from a broad variety of industries. The Index is unmanaged, and a common measure of common stock total return performance. 

You cannot invest directly in indexes.

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