| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 19.13 | -0.02 (-0.10%) | 14.85 - 19.18 | 0.0 |
Market data as of 6:06PM 05/21/13. Quotes are delayed by at least 15 min.
The investment seeks to provide growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets in common stocks of small cap companies. Small cap companies typically are companies with market capitalizations below $3.5 billion at the time of acquisition. The adviser emphasizes smaller companies positioned in new or emerging industries where there is opportunity for higher growth. Its investments in equity securities may include common stocks that are offered in initial public offerings (IPOs).
| Total Return | 10.46% |
|---|---|
| Yield (Trailing 12 Mo.) | 0.00% |
| Expense Ratio | 1.32% |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | $0.00 |
| Management Tenure | 3 Years |
| Fund Inception | 12/29/1995 |
| Timeframe | WSCYX | S&P 500 | Small Growth |
|---|---|---|---|
| 1 Month | -2.36% | 1.93% | -1.17% |
| 3 Month | 4.65% | 7.18% | 4.42% |
| Year-to-Date | 11.64% | 12.74% | 10.76% |
| 1 Year | 13.83% | 16.89% | 11.51% |
| 3 Year | 12.49% | 12.80% | 11.48% |
| 5 Year | 9.91% | 5.21% | 6.80% |
| 10 Year | 10.58% | 7.88% | 9.98% |
| Since Inception | 10.46% | 10.38% | -- |
| Basic Materials | 1.54% | |
|---|---|---|
| Consumer Cyclical | 15.10% | |
| Financial Services | 13.76% | |
| Real Estate | 0.00% | |
| Consumer Defensive | 2.11% | |
| Healthcare | 11.99% | |
| Utilities | 0.00% | |
| Communication Services | 0.00% | |
| Energy | 6.11% | |
| Industrials | 21.58% | |
| Technology | 27.80% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | -- | 94.98 | 94.98 | ||
| Bond | -- | 0.01 | 0.01 | ||
| Other | -- | 0.06 | 0.06 | ||
| Foreign Stock | -- | 1.95 | 1.95 | ||
| Foreign Bond | -- | 0.00 | 0.00 | ||
| Total | -- | 97.00 | 97.00 | ||
| Cash | -- | 3.00 | 3.00 | ||
| Total Net Assets | $889.08M |
|---|---|
| Total Stock Holdings | 77 |
| Total Bond Holdings | 1 |
| Valuation | WSCYX | Category Range |
|---|---|---|
| Price/Earnings | 24.57 | |
| Price/Book | 3.33 | |
| Price/Sales | 1.39 | |
| Price/Cash Flow | 13.75 | |
| Dividend Yield | 0.4 | |
| LT Earnings | 16.54 | |
| Historical Earnings | 29.24 | |
| Sales Growth | 11.43 | |
| Cash-Flow Growth | 19.71 | |
| Book-Value Growth | 13.24 |
| Management Style | |||
|---|---|---|---|
| Large Cap | |||
| Medium Cap | |||
| Small Cap | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Avg | |
| Return | Avg |
| Pretax Return | 12.49% |
|---|---|
| Tax-adjusted Return | 12.17% |
| Tax Cost Ratio | 0.29% |
| Potential Cap Gains | 31.10% |
