Kip 25

Wasatch Small Cap Value

Manager Jim Larkins calls Small Cap Value a “fallen angel” fund.

Symbol: WMCVX
Expense Ratio: 1.41%

Wasatch Small Cap Value focuses on fast-growing, high-quality firms selling at a discount.

Manager Jim Larkins calls Small Cap Value a “fallen angel” fund. When a good company falters, he swoops in and buys it. Larkins has been with the fund since it launched in 1997, first as an analyst and as the manager since 1999. (The fund, in fact, was partly his idea.)

See Kiplinger 25 at a Glance for the complete list of our favorite no-load mutual funds.

Visit Kiplinger's Model Portfolios for three examples of how you can put Kiplinger 25 funds to work.

And for the full collection of our Kiplinger 25 content, see KIPLINGER 25: A Guide to Our Favorite No-Load Funds.

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