Wasatch Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return20.551.08-1.993.426.16
    Category Average21.101.26-3.277.426.61
    Assets for Each Yr*13.3312.199.668.098.30
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 6.16 2.75 6.56

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,304 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 52.12 1.26 Average
    International Stock 3.1 37.57 1.77 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.8 4.84 0.71 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-27-17

      Sector YTD Return % % Net Assets  
    Cornerstone OnDemand Inc* Technology -7.71 1.59
    The Ultimate Software Group Inc* Technology 11.55 1.27
    Knight Transportation Inc* Industrials 5.78 1.08
    Copart Inc* Consumer Cyclical 12.54 1.08
    Seattle Genetics Inc* Healthcare 29.35 1.02
    Icon PLC* Healthcare 10.60 0.93
    Cavium Inc* Technology 17.62 0.90
    Ensign Group Inc* Healthcare -13.72 0.84
    Spirit Airlines Inc* Industrials -0.57 0.82
    Monolithic Power Systems Inc* Technology 15.54 0.66
    Zendesk Inc* Technology 34.67 0.66
    Fortinet Inc* Technology 34.20 0.60
    Allegiant Travel Co* Industrials -11.75 0.60
    Luxoft Holding Inc A* Technology 10.14 0.58
    Cimpress NV* Consumer Cyclical -7.04 0.57
    Monro Muffler Brake Inc* Consumer Cyclical -6.43 0.55
    Envestnet Inc* Financial Services -0.57 0.53
    HealthEquity Inc* Technology 9.58 0.52
    Eagle Bancorp Inc* Financial Services -0.57 0.51
    Ollie's Bargain Outlet Holdings * Consumer Defensive 33.22 0.50

    Best 5-Year Relative Performance | More
    04-27-17

    Worst 5-Year Relative Performance | More
    04-27-17

    Lowest Expenses | More
    04-27-17

    Highest Expenses | More
    04-27-17

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wasatch Small Cap Va Jim Larkins 19.40
    Wasatch Small Cap Gr Jeff Cardon 17.30
    Wasatch Core Growth J.B. Taylor 14.30
    Wasatch Micro Cap Va Brian A. Bythrow 13.80
    Wasatch Micro Cap Daniel Chace 13.20

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wasatch Frontier Eme Jared Whatcott 1.00
    Wasatch Long/Short I Terry Lally 1.20
    Wasatch Internationa Jared Whatcott 2.10
    Wasatch Emerging Mar Roger D. Edgley 3.30
    Wasatch Emerging Ind Ajay Krishnan 3.60