Wanger International (WSCAX)

30.61
Net Asset Value
-0.10%
1 Day
-1.86%
Year-to-Date
Overall Morningstar Rating
Foreign small/mid growth
Style or Category
No Load
Sales Expenses
1.07%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests at least 65% of its net assets in foreign companies in developed markets and in emerging markets (for example, China, India and Brazil). It invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $5 billion at the time of investment. The fund may invest in other companies with market capitalizations above $5 billion, provided that immediately after that investment a majority of its net assets would be invested in companies with market capitalizations under $5 billion.

Performance

1 month-3.29% 3 years+13.57%
3 months+2.16% 5 years+3.06%
1 year+24.61% Since inception+13.40%
Data through --

Peer Comparisonvs. Foreign small/mid growth

 WSCAXCategory
Performance 5-yr return+3.06%+3.12%
Expense ratio1.07%1.58%
Risk 5 year sharpe ratio0.240.21
Net assets$739.6M$743.3M
Average market cap$2.5B$2.9B
Average P/E18.818.9
Portfolio turnover34%34%

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Fund Management and Purchase Info

Fund familyWanger
Fund manager & tenureChristopher Olson / 11 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
Top 5 Sectors
Portfolio weighting
Industrial materials 23.58%
Business service 17.58%
Financial service 14.32%
Consumer service 11.45%
Consumer goods 8.39%
Top 10 Holdings
Portfolio weighting
MPEL Melco Crown Entertainment Ltd ADR1.56%
-- Hexagon AB1.30%
-- Far Eastone Telecommunications Co., Ltd.1.30%
-- CCL Industries Inc.1.18%
-- Coronation Fund Managers Ltd.1.17%
-- Naspers Ltd1.05%
-- Wacom Co., Ltd.1.00%
-- Neopost0.98%
-- Kansai Paint Co., Ltd.0.96%
-- Eurofins Scientific Group S.A.0.96%

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