| 34.69 Net Asset Value | +1.11% 1 Day | +2.51% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 0.96% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.62% | 3 years | +17.85% | |
| 3 months | +3.91% | 5 years | +7.21% | |
| 1 year | +25.48% | Since inception | +11.88% |
| WUSAX | Category | |
|---|---|---|
| Performance 5-yr return | +7.21% | +8.20% |
| Expense ratio | 0.96% | 1.47% |
| Risk 5 year sharpe ratio | 0.39 | 0.39 |
| Net assets | $846.3M | $715.5M |
| Average market cap | $2.4B | $2.1B |
| Average P/E | 20.3 | 22.9 |
| Portfolio turnover | 12% | 12% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Wanger |
| Fund manager & tenure | Robert Mohn / 18 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 16.00% |
| Hardware | 12.61% |
| Consumer service | 12.21% |
| Industrial materials | 11.26% |
| Energy | 9.40% |
| NDSN Nordson Corporation | 4.04% |
| AME Ametek, Inc. | 3.16% |
| RHP Ryman Hospitality Properties Inc | 2.84% |
| MTD Mettler-Toledo International, Inc. | 2.78% |
| TWTC tw telecom inc | 2.72% |
| EXR Extra Space Storage, Inc. | 2.66% |
| DCI Donaldson Company, Inc. | 2.56% |
| CAR Avis Budget Group Inc | 2.30% |
| IPGP IPG Photonics Corporation | 2.30% |
| ATW Atwood Oceanics, Inc. | 2.14% |
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