Wasatch - 1st Source Income Equity Fund (FMIEX) Research
The fund aims to generate capital growth and income for its investors. It primarily allocates its net assets to equity investments in a diverse range of companies, both international and domestic, across all market capitalization levels, under normal market conditions. A key aspect of its strategy is to hold securities from companies based in at least three different countries, always including the United States. Furthermore, a substantial portion of its overall assets will be dedicated to companies located outside of the U.S.
Market snapshot
- Symbol
- FMIEX
- Price
- $12.29
- Day change
- -0.65%
- Market cap
- $169.4M
- 52-week range
- 10.3-12.67
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- Ave Maria World Equity Fund (AVEWX)
- Blackstone / GSO Long-Short Credit Income Fund (BGX)
- Eaton Vance Short Duration Diversified Income Fund (EVG)
- Horizon Equity Premium Income Fund - Advisor Class (HADUX)
- Hennessy Japan Small Cap Fund (HJSIX)
- Nuveen Arizona Quality Municipal Income Fund (NAZ)
- PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX)
- Pin Oak Equity Fund (POGSX)
Open Wasatch - 1st Source Income Equity Fund (FMIEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.