Wanger Select
(WATWX)
-0.45
-1.39%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 32.33 |
| Category | Mid-Cap Growth |
| Net Assets | 243.01 Mil |
| Yield | 0.39% |
| Morningstar Risk | High |
| Morningstar Return | Average |
- Last NAV update 5/22/2013 4:00 PM ET
| 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 $20 billion. The fund invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets and in emerging markets (for example, China, India and Colombia). |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 66.19% | 26.57% | -17.68% | 18.46% | 15.76% |
| Value ($) | 16,619.00 | 21,034.67 | 17,315.74 | 20,512.23 | 23,744.96 |
- Year to date performance as of 5/21/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Wanger |
| Fund Manager | Robert Chalupnik |
| Tenure (Years) | 2 |
| Fund Status | Open |
| Minimum Initial Purchase | 0.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 0.91% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 7.78% |
| 3 Months | 7.88% |
| 1 Year | 28.13% |
| 3 Years* | 12.55% |
| 5 Years* | 4.18% |
- * Annualized returns
- Performance as of 5/21/2013 8:00 PM ET
| WATWX | Mid-Cap Growth | |
|---|---|---|
| 5-Yr Return | 4.18% | 5.29% |
| Sharpe Ratio | 0.43 | 0.69 |
| Net Assets | 243.01 Mil | 359.02 Mil |
| Avg Market Cap | 4.09 Bil | 6.91 Bil |
| Avg P/E | 16.32 | 18.56 |
| Portfolio Turnover | 20 | 72 |
| Symbol | Value ($) |
|---|---|
| Stocks | 98.53% |
| Cash | 0.00% |
| Fixed Income | 0.00% |
| Other | 1.47% |
| NAME | % NET ASSETS |
|---|---|
| Ametek, Inc. | 6.66% |
| Hertz Global Holdings Inc | 6.00% |
| CNO Financial Group, Inc. | 5.87% |
| Discover Financial Services | 5.12% |
| WNS holdings ADR | 4.48% |
| Ryman Hospitality Properties Inc | 4.37% |
| Donaldson Company, Inc. | 3.90% |
| Amphenol Corp | 3.87% |
| Crown Castle International Corp | 3.73% |
| City National Corp | 3.08% |
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Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
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