WASMX Fund Portfolio Allocation
General Overview
The fund invests at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. The Adviser evaluates financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.
| Sector & Industry | Financial Services / Asset Management |
| IPO date | June 29, 2012 |
WASMX Latest News
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| Other Identifiers | |
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| CIK | 0000882748 |
| ISIN | None |
| CUSIP | None |
| Open | 24.88 |
| Previous Close | 24.77 |
| Volume | 0 |
| Average Volume | 0 |
| Day’s Range | 24.88 – 24.88 |
| 52 Week Range | 21.26-27.17 |
| MA (50) | 23.963 |
| MA (200) | 24.7425 |
| Market Cap | 320.7 Mil. |
| Shares Out. | 12.89 Mil. |
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