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Kip 25

Wasatch Small Cap Value

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

Symbol: WMCVXExpense 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.)

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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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