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Wasatch Small Cap Value Portfolio   

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The Wasatch Small Cap Value Portfolio is focused on undervalued small companies with future growth potential.

About This Portfolio

Inception:12/17/1997
Net Assets:$403.1 (million) as of 03/31/14
Account Minimum:$1 million
Objective:

The Small Cap Value Portfolio invests in smaller companies to achieve 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 this Portfolio to generate substantial income.

Strategy:
This Portfolio invests primarily in small companies with market capitalizations of less than $3 billion at the time of purchase. We look for companies whose stocks we believe are undervalued but have significant potential for appreciation. The Small Cap Value Portfolio may invest in growth companies if we believe the valuation is sufficiently discounted to the projected long-term earnings growth rate.
Compared to Other Wasatch Portfolios:
This Portfolio invests in larger companies than Micro Cap Value and is less aggressive.
Mutual Fund:Wasatch Small Cap Value Fund (WMCVX)

Small Cap Value Composite Performance

as of 03/31/2014
1Yr3Yr5Yr10Yr
Gross34.16%16.41%28.86%9.40%
Net33.04%15.35%27.68%8.42%
Russell 2000® Value Index22.65%12.74%23.33%8.07%
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 Value Index measures the performance of Russell 2000 Index companies with lower price-to-book ratios and lower forecasted growth values.   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.  

You cannot invest directly in indexes.

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