Wanger Select
(WATWX)
31.08
+0.24
+0.78%
+0.24
+0.78%
MORE ON WATWX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 30.84 |
| Category | Mid-Cap Growth |
| Net Assets | 246.37 Mil |
| Yield | 0.37% |
| Morningstar Risk | High |
| Morningstar Return | Average |
- Last NAV update 6/18/2013 11:46 PM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| The investment seeks long-term capital appreciation. The fund invests a majority of its net assets in the common stock of companies with market capitalizations under $20 billion at the time of investment. It may invest in other companies with market capitalizations above $20 billion, provided that immediately after that investment a majority of its net assets would be invested in companies with market capitalizations under $20 billion. The fund invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets and in emerging markets (for example, China, India and Colombia). |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 66.19% | 26.57% | -17.68% | 18.46% | 14.88% |
| Value ($) | 16,618.60 | 21,033.37 | 17,314.72 | 20,510.49 | 23,561.92 |
- Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Wanger |
| Fund Manager | Robert Chalupnik |
| Tenure (Years) | 2 |
| Fund Status | Open |
| Minimum Initial Purchase | 0.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 0.91% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | -1.81% |
| 3 Months | 4.10% |
| 1 Year | 26.09% |
| 3 Years* | 11.07% |
| 5 Years* | 3.97% |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| WATWX | Mid-Cap Growth | |
|---|---|---|
| 5-Yr Return | 3.97% | 5.64% |
| Sharpe Ratio | 0.64 | 2.75 |
| Net Assets | 246.37 Mil | 378.08 Mil |
| Avg Market Cap | 4.19 Bil | 7.09 Bil |
| Avg P/E | 16.50 | 19.00 |
| Portfolio Turnover | 20 | 67 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 98.60% |
| Cash | 0.00% |
| Fixed Income | 0.00% |
| Other | 1.40% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Ametek, Inc. | 6.03% |
| Hertz Global Holdings Inc | 6.03% |
| CNO Financial Group, Inc. | 5.48% |
| Discover Financial Services | 4.88% |
| WNS holdings ADR | 4.61% |
| Ryman Hospitality Properties Inc | 4.30% |
| Crown Castle International Corp | 4.18% |
| Donaldson Company, Inc. | 3.98% |
| Amphenol Corp | 3.97% |
| SBA Communications Corp | 3.29% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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