Wasatch Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return0.502.8126.99-6.0520.74
    Category Average-3.217.5326.38-10.3215.63
    Assets for Each Yr*8.607.558.317.379.26
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 20.74 11.98 8.06

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,262 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.5 67.23 1.27 Average
    International Stock 3.0 27.02 1.63 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 4.42 0.70 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wasatch Small Cap Va Jim Larkins 21.70
    Wasatch Micro Cap Va Brian A. Bythrow 16.10
    Wasatch Core Growth J.B. Taylor 11.80
    Wasatch-Hoisington U Van Robert Hoisingto 10.10
    Wasatch Micro Cap Daniel Chace 8.90

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Wasatch Frontier Eme Jared Whatcott 3.50
    Wasatch Internationa Jared Whatcott 3.50
    Wasatch Small Cap Gr J.B. Taylor 3.60
    Wasatch Emerging Mar Roger D. Edgley 4.20
    Wasatch Global Oppor J.B. Taylor 4.30