Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Wasatch Mutual Funds
View all of Wasatch’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Wasatch Mutual Funds List
1 to 25 of 43 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Wasatch Micro Cap Value Fund | WAMVX | Small Growth | 13.87% | 37 | 1.680% | High | No Load | $2,000 | ||
| Wasatch Global Value Fund™ Investor Class Shares | FMIEX | Global Large-Stock Value | 14.88% | 24 | 1.100% | Above Average | No Load | $2,000 | ||
| Wasatch Global Value Fund™ Institutional Class Shares | WILCX | Global Large-Stock Value | 15.06% | 23 | 0.950% | Above Average | Institutional | $100,000 | ||
| Wasatch Micro Cap Fund | WMICX | Small Growth | 9.46% | 66 | 1.640% | High | No Load | $2,000 | ||
| Wasatch Core Growth Fund | WGROX | Small Growth | 3.95% | 83 | 1.160% | Average | No Load | $2,000 | ||
| Wasatch Core Growth Fund Institutional Class Shares | WIGRX | Small Growth | 4.03% | 83 | 1.050% | Above Average | Institutional | $100,000 | ||
| Wasatch Emerging India Fund® Institutional Class | WIINX | India Equity | −3.51% | 10 | 1.380% | High | Institutional | $100,000 | ||
| Wasatch Global Opportunities Fund® Investor Class | WAGOX | Global Small/Mid Stock | 4.80% | 80 | 1.480% | High | No Load | $2,000 | ||
| Wasatch Micro Cap Value Fund Institutional Class Shares | WGMVX | Small Growth | 13.98% | 36 | 1.600% | High | Institutional | $100,000 | ||
| Wasatch Emerging India Fund® Investor Class | WAINX | India Equity | −3.37% | 8 | 1.500% | High | No Load | $2,000 | ||
| Wasatch Global Opportunities Fund® Institutional Class | WIGOX | Global Small/Mid Stock | 4.99% | 78 | 1.350% | High | Institutional | $100,000 | ||
| Wasatch-Hoisington U.S. Treasury Fund | WHOSX | Long Government | −0.31% | 5 | 0.730% | High | No Load | $2,000 | ||
| Wasatch Ultra Growth Fund | WAMCX | Small Growth | 6.56% | 80 | 1.200% | Above Average | No Load | $2,000 | ||
| Wasatch International Growth Fund® Institutional Class | WIIGX | Foreign Small/Mid Growth | 7.23% | 55 | 1.350% | High | Institutional | $100,000 | ||
| Wasatch Small Cap Value Fund Institutional Class Shares | WICVX | Small Blend | 9.57% | 85 | 1.050% | Above Average | Institutional | $100,000 | ||
| Wasatch Small Cap Growth Fund® Institutional Class | WIAEX | Small Growth | 0.24% | 92 | 1.050% | Above Average | Institutional | $100,000 | ||
| Wasatch Emerging Markets Select Fund Investor Class Shares | WAESX | Diversified Emerging Mkts | 9.28% | 90 | 1.360% | High | No Load | $2,000 | ||
| Wasatch U.S. Select Fund™ Institutional Class | WGUSX | Mid-Cap Growth | −1.13% | 89 | 0.850% | Average | Institutional | $100,000 | ||
| Wasatch Small Cap Growth Fund® Investor Class | WAAEX | Small Growth | 0.16% | 92 | 1.140% | Average | No Load | $2,000 | ||
| Wasatch Micro Cap Fund Institutional Class Shares | WGICX | Small Growth | 9.56% | 66 | 1.590% | High | Institutional | $100,000 | ||
| Wasatch Emerging Markets Select Fund Institutional Class Shares | WIESX | Diversified Emerging Mkts | 9.47% | 89 | 1.120% | Above Average | Institutional | $100,000 | ||
| Wasatch U.S. Select Fund™ Investor Class | WAUSX | Mid-Cap Growth | −1.21% | 90 | 1.000% | Average | No Load | $2,000 | ||
| Wasatch Small Cap Value Fund | WMCVX | Small Blend | 9.49% | 85 | 1.170% | Above Average | No Load | $2,000 | ||
| Wasatch International Opportunities Fund® Investor Class | WAIOX | Foreign Small/Mid Growth | — | 10.61% | 24 | 1.950% | High | No Load | $2,000 | |
| Wasatch Long/Short Alpha Fund Investor Class Shares | WALSX | Long-Short Equity | 9.21% | 43 | 1.580% | Above Average | No Load | $2,000 |
Wasatch Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States