| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 14.70 | 0.00 (0.00%) | 11.91 - 14.95 | 0.0 |
Market data as of 12:00AM 05/23/13. Quotes are delayed by at least 15 min.
The investment seeks to provide growth of capital while minimizing taxable gains and income to shareholders. The fund invests primarily in a diversified portfolio of common stocks of companies that the fund's manager, considers to be high in quality and attractive in their long-term investment potential. Under normal circumstances, it invests at least 80% of its net assets in equity securities. While the fund typically invests in the common stocks of primarily large cap U.S. companies, it may invest in companies of any size, any industry or any country in seeking to achieve its objective.
| Total Return | 2.92% |
|---|---|
| Yield (Trailing 12 Mo.) | 0.58% |
| Expense Ratio | 1.67% |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | $0.00 |
| Management Tenure | 4 Years |
| Fund Inception | 03/31/2000 |
| Timeframe | WYTMX | S&P 500 | Large Growth |
|---|---|---|---|
| 1 Month | 0.92% | 1.93% | 1.25% |
| 3 Month | 5.14% | 7.18% | 5.16% |
| Year-to-Date | 9.98% | 12.74% | 10.16% |
| 1 Year | 9.10% | 16.89% | 10.56% |
| 3 Year | 9.82% | 12.80% | 10.86% |
| 5 Year | 3.78% | 5.21% | 4.47% |
| 10 Year | 8.23% | 7.88% | 7.60% |
| Since Inception | 2.92% | 10.38% | -- |
| Basic Materials | 5.83% | |
|---|---|---|
| Consumer Cyclical | 22.86% | |
| Financial Services | 11.33% | |
| Real Estate | 0.00% | |
| Consumer Defensive | 9.72% | |
| Healthcare | 9.58% | |
| Utilities | 0.00% | |
| Communication Services | 2.29% | |
| Energy | 7.59% | |
| Industrials | 14.17% | |
| Technology | 16.63% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | -- | 86.90 | 86.90 | ||
| Bond | -- | 5.96 | 5.96 | ||
| Other | -- | 0.92 | 0.92 | ||
| Foreign Stock | -- | 6.22 | 6.22 | ||
| Foreign Bond | -- | 0.00 | 0.00 | ||
| Total | -- | 100.00 | 100.00 | ||
| Cash | -- | 0.00 | 0.00 | ||
| Total Net Assets | $29.84M |
|---|---|
| Total Stock Holdings | 54 |
| Total Bond Holdings | 1 |
| Valuation | WYTMX | Category Range |
|---|---|---|
| Price/Earnings | 21.30 | |
| Price/Book | 4.40 | |
| Price/Sales | 2.42 | |
| Price/Cash Flow | 14.61 | |
| Dividend Yield | 1.14 | |
| LT Earnings | 14.4 | |
| Historical Earnings | 29.39 | |
| Sales Growth | 12.29 | |
| Cash-Flow Growth | 14.01 | |
| Book-Value Growth | 13.34 |
| Management Style | |||
|---|---|---|---|
| Large Cap | |||
| Medium Cap | |||
| Small Cap | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Below Avg | |
| Return | Avg |
| Pretax Return | 9.82% |
|---|---|
| Tax-adjusted Return | 9.74% |
| Tax Cost Ratio | 0.08% |
| Potential Cap Gains | 22.11% |
