Wasatch Small Cap Value Holds Its Head Up

Wasatch Small Cap Value smashes both the Russell 2000 and S&P 500, even as small-company stocks have experienced more turbulence.

Small-company stocks have trailed large-company stocks for much of the bull market. But you wouldn't know that by looking at Wasatch Small Cap Value. The fund's 18.8% annualized gain since the stock market rally began in March 2009 beats the return of the Russell 2000 index, which tracks small-company stocks, as well as Standard & Poor's 500-stock index, a proxy for large-company shares.

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Nellie S. Huang
Senior Associate Editor, Kiplinger's Personal Finance

Nellie joined Kiplinger in August 2011 after a seven-year stint in Hong Kong. There, she worked for the Wall Street Journal Asia, where as lifestyle editor, she launched and edited Scene Asia, an online guide to food, wine, entertainment and the arts in Asia. Prior to that, she was an editor at Weekend Journal, the Friday lifestyle section of the Wall Street Journal Asia. Kiplinger isn't Nellie's first foray into personal finance: She has also worked at SmartMoney (rising from fact-checker to senior writer), and she was a senior editor at Money.