Wanger International  WSCAX
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2009-10-31
Out of
Foreign Small/Mid Growth Funds
Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance.
Morningstar®
Style Box™
What is this?
   Medium
   Growth
  
  
As of 2009-06-30
Day Change
$ -0.18
  
NAV (2009-11-10)
$ 29.59
  
YTD Return % (2009-11-10)
47.23%
  
Total Assets ($ mil)
1,382
View Data Definitions
  Performance    
Growth of $10,000 Fund: Wanger International
(from 1999-01-01 to 2009-10-31) Category: Foreign Small/Mid Growth
Index: MSCI EAFE NR USD
Total Annualized Returns % 1yr, 3yr and 5yr Returns as of 2009-11-10
Inception date: 1995-05-03 10yr and Inception Returns as of 2009-10-31
YTD Returns as of 2009-11-10
YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Fund 47.23 48.09 0.24 11.38 8.06 13.82
+/- Category 6.03 5.07 5.54 4.00 3.39 ---
+/- MSCI EAFE NR USD 15.46 18.72 4.74 6.25 --- ---
Standardized Annual Returns %   more on standardized returns
Quarter-End (as of 2009-09-30) 43.84 12.31 1.31 12.08 8.53 14.03
Month-End (as of 2009-10-31) 41.56 43.15 -0.80 11.00 8.06 13.82
After Tax Returns % (as of 2009-09-30 )  
On Distribution --- 41.71 -2.55 9.70 6.23 ---
On Distribution & Sale of Shares --- 27.68 -1.03 9.25 6.21 ---
Morningstar Rating --- --- ---
# of compared funds covered (3 yrs : out of 103 funds), (5 yrs : out of 78 funds), (10 yrs : out of 38 funds). Ratings are based on risk-adjusted performance. The maximum initial sales fee is none, the maximum deferred sales fee is none, and the maximum redemption sales fee is none.
The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein.
  Portfolio Profile    
Sector Breakdown %
Information 8.81
Software 0.85
Hardware 1.45
Media 3.98
Telecommunications 2.53
Service 51.94
Healthcare 5.95
Consumer Services 12.57
Business Services 17.10
Financial Services 16.32
Manufacturing 39.25
Consumer Goods 12.74
Industrial Materials 19.63
Energy 5.77
Utilities 1.11
Asset Allocation
% of Net Assets
Cash 4.7
Stocks 95.3
Bonds 0.0
Other 0.0
Foreign Stocks 90.4
(as a % of Assets)
Data through 2009-06-30 Data through 2009-06-30
 
Holding Status
Total Number of Stock Holdings 170 Turnover % 36
Total Number of Bond Holdings 0 30 Day SEC Yield % ---
% of Assets in Top 10 Holdings 12.63 ending as of 2009-09-30
View Data Definitions
Top 10 Holdings Sector Country % of Net
Assets
Naspers South Africa 1.64
Olam International Ltd Singapore 1.56
KANSAI PAINT Japan 1.42
Hong Kong Exchanges Hong Kong 1.24
Serco Group PLC United Kingdom 1.23
Capita Grp United Kingdom 1.15
Intertek Group PLC United Kingdom 1.13
Localiza Rent A Car S.A. Brazil 1.10
Imtech Netherlands 1.09
Hexagon AB Sweden 1.07
Data through 2009-06-30
  Other Information
Fund Inception: 1995-05-03
Portfolio Manager  (Start Date)
Christopher J. Olson  (2001-09-30)
Olson is a Portfolio Manager and Analyst of the Advisor. He associated with the Advisor or its predecessors as an investment professional since 2001. Olson became Vice President of the Trust since 2001. Olson holds the Chartered Financial Analyst designation.
Louis Mendes  (2005-12-31)
Mendes is Portfolio Manager and Analyst of the Advisor. He associated with the Advisor or its predecessors as an investment professional since 2001. Mendes became Vice President of the Trust since 2003. Mendes holds the Chartered Financial Analyst designation.
Sales Charge %
(taken from prospectus dated 2009-05-01)
Front: None
Deferred: None
Expense Ratio % 1.02
based on net assets
(taken from annual report dated 2008-12-31)
Correspondence Information
227 West Monroe Street Ste 3000
Chicago IL 60606
Chicago,  IL  60606
Telephone:
888-492-6437
Data on this page does not include the fund's short positions (if any).
Show Data Definitions

© Copyright 2009 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc.
Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.