Wasatch Small Cap Growth Fund Investor Class (WAAEX)

Overview

The company is dedicated to investing primarily in small growth companies, focusing on allocating at least 80% of the fund's net assets (in addition to borrowings for investment purposes) towards the equity securities, predominantly common stock, of small-capitalization companies. This investment strategy underscores the company's commitment to fostering growth and providing financial support to emerging small-cap enterprises that show potential for significant advancement and development. Additionally, the company maintains a flexible portfolio by allowing up to 20% of its total assets at the time of purchase to be invested in securities issued by foreign companies. This aspect of the company's strategy not only diversifies its investment portfolio but also leverages the global market to maximize the return on investments.

Products and Services

• Equity Investments in Small-Cap Companies

  This product focuses on investing in the equity securities, typically common stock, of emerging small-capitalization companies. By channeling funds into these smaller entities, the company aims to support their growth initiatives and benefit from their potential success in the market. This approach is ideal for investors looking to diversify their portfolio with growth-oriented small-cap stocks.

• Foreign Company Investments

  Allowing for up to 20% of its total assets at the time of purchase to be invested in securities issued by foreign companies, this service opens the door to international markets. Companies incorporated outside the United States, with securities that primarily trade outside the US, are included in this category. This diversification strategy is crafted to mitigate risks associated with market volatility and to seize global market opportunities, aiming to enhance the potential for higher returns on investment.