Wasatch Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return20.551.08-1.993.424.39
    Category Average22.101.38-3.377.615.06
    Assets for Each Yr*13.3312.199.668.098.23
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 4.39 2.22 6.44

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,229 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 52.37 1.26 Average
    International Stock 3.4 40.60 1.72 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.4 4.71 0.71 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-24-17

      Sector YTD Return % % Net Assets  
    Cornerstone OnDemand Inc* Technology -8.04 1.58
    The Ultimate Software Group Inc* Technology 4.41 1.25
    Knight Transportation Inc* Industrials -5.87 1.07
    Copart Inc* Consumer Cyclical 10.67 1.07
    Seattle Genetics Inc* Healthcare 20.69 1.01
    Icon PLC* Healthcare 4.97 0.92
    Cavium Inc* Technology 14.03 0.89
    Ensign Group Inc* Healthcare -17.20 0.83
    Spirit Airlines Inc* Industrials -12.37 0.81
    Monolithic Power Systems Inc* Technology 11.60 0.65
    Zendesk Inc* Technology 26.70 0.65
    Fortinet Inc* Technology 20.52 0.59
    Allegiant Travel Co* Industrials -1.92 0.59
    Luxoft Holding Inc A* Technology 7.47 0.57
    Cimpress NV* Consumer Cyclical -9.56 0.57
    Monro Muffler Brake Inc* Consumer Cyclical -8.53 0.54
    HealthEquity Inc* Technology -0.30 0.52
    Envestnet Inc* Financial Services -9.22 0.52
    Eagle Bancorp Inc* Financial Services -5.09 0.50
    Ollie's Bargain Outlet Holdings * Consumer Defensive 14.06 0.49

    Best 5-Year Relative Performance | More
    03-24-17

    Worst 5-Year Relative Performance | More
    03-24-17

    Lowest Expenses | More
    03-24-17

    Highest Expenses | More
    03-24-17

    Longest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wasatch Small Cap Va Jim Larkins 19.30
    Wasatch Small Cap Gr Jeff Cardon 17.20
    Wasatch Core Growth J.B. Taylor 14.20
    Wasatch Micro Cap Va Brian A. Bythrow 13.70
    Wasatch Micro Cap Daniel Chace 13.10

    Shortest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Wasatch Frontier Eme Jared Whatcott 0.90
    Wasatch Long/Short I Terry Lally 1.10
    Wasatch Internationa Jared Whatcott 2.00
    Wasatch Emerging Mar Roger D. Edgley 3.20
    Wasatch Emerging Ind Ajay Krishnan 3.50