The fund seeks capital appreciation and income by primarily investing in equity securities of foreign and domestic companies of all market sizes. It will usually invest in companies domiciled in at least three countries, including the US. A significant portion of its assets will be in companies domiciled in foreign countries.

Nasdaq

FMIEX

The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in small growth companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of small-capitalization companies. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies in developed markets, emerging markets, or frontier markets.

WAAEX

The investment seeks long-term growth of capital. The fund invests primarily in small companies tied economically to emerging markets. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of small-capitalization companies that are tied economically to emerging market countries. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, financials, health care, industrials, and information technology. It is non-diversified.

WAEMX

The fund invests primarily in companies of all market capitalizations that are tied economically to emerging market countries. It will invest at least 80% of its net assets (plus borrowings for investment purposes) in the equity securities of companies that are tied economically to emerging market countries. The fund may invest a large percentage of its assets in a few sectors, including communication services, consumer discretionary, consumer staples, financials, health care, industrials, information technology. It is non-diversified.

WAESX

The fund invests primarily in the equity securities of companies of all market capitalizations that are tied economically to frontier markets and small emerging market countries. It will invest at least 80% of its assets in the equity securities of companies that are tied economically to frontier markets and small emerging market countries. The fund may invest a large percentage of its assets in a few sectors, including communication services, consumer discretionary, financials, industrials, and information technology. It is non-diversified.

WAFMX

The mutual fund primarily focuses on investing in equity securities of companies tied to the Greater China Region across various market capitalizations. It may also heavily invest in specific sectors such as information technology, industrials, consumer staples, financials, consumer discretionary, and health care.

WAGCX

The investment seeks long-term growth of capital. The fund invests primarily in small and micro-cap foreign and domestic companies. It will invest its assets in the equity securities of foreign and domestic companies with market capitalizations of less than US$5 billion at the time of purchase. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, financials, health care, industrials, and information technology.

WAGOX

The fund invests primarily in foreign and domestic companies of all market capitalizations. Under normal market conditions, it will invest the fund's assets primarily in equity securities, typically common stock, issued by foreign and domestic companies. The fund may invest a significant portion of its net assets in companies tied economically to foreign countries, which may include countries in developed, emerging or frontier markets. It is non-diversified.

WAGSX

The investment seeks long-term growth of capital. The fund invests primarily in foreign growth companies. It will invest its assets in the equity securities of foreign companies with market capitalizations of less than US$5 billion at the time of purchase. The fund may invest a large percentage of its assets in a few sectors, including communication services, consumer discretionary, consumer staples, financials, and information technology.

WAIGX

The fund invests primarily in companies tied economically to India. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of companies of all market capitalizations tied economically to India. It may invest a large percentage of its assets in a few sectors, including communication services, consumer discretionary, consumer staples, financials, health care, industrials, information technology, and materials. It is non-diversified.

WAINX

The investment seeks long-term growth of capital. The fund invests primarily in foreign micro-cap companies. It will invest its assets primarily in the equity securities of foreign micro-capitalization companies. The fund may invest a significant amount of its total assets at the time of purchase in securities issued by companies domiciled in emerging markets and frontier markets. It may invest a large percentage of its assets in a few sectors, including communication services, consumer staples, financials, health care, industrials, and information technology.

WAIOX

The investment seeks long-term growth of capital. The fund invests primarily in foreign companies of all market capitalizations. Under normal market conditions, it will invest the fund's assets primarily in the equity securities, typically common stock, issued by companies tied economically to foreign developed markets, which are those countries included in the MSCI EAFE Index at the time of purchase, excluding the United States. The fund may invest a large percentage of its assets in a particular region or market, including Asia, India, Japan, Europe, and the United Kingdom. It is non-diversified.

WAISX

The mutual fund aims to achieve higher risk-adjusted returns by investing in a portfolio of long and short positions in U.S. equity securities, focusing on companies of various market capitalizations. The fund primarily invests in U.S.-based or listed companies and is non-diversified.

WALSX

The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in smaller high growth companies. It will invest the fund's assets in the equity securities of companies which the managers consider to be rapidly growing. The fund may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed markets, emerging markets, or frontier markets. It may invest a large percentage of its assets in a few sectors, including consumer discretionary, financials, health care, industrials, and information technology.

WAMCX

The investment seeks long-term growth of capital. The fund invests primarily in micro-cap companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap Index. It may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed, emerging markets or frontier markets.

WAMVX

WGROX

The fund typically invests at least 90% of the fund's total assets in U.S. Treasury securities and in repurchase agreements collateralized by such securities. The adviser adjusts the average maturity and effective duration of the fund's portfolio based on HIMCO's assessment of multi-year trends in national and international economic conditions.

WHOSX

The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in small companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of small-capitalization companies. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies in developed markets, emerging markets, or frontier markets.

WMCVX

The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap Index. It may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed markets, emerging markets, or frontier markets.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	Sep 25, 1996	1.10%	6.39%	7.61%	2.83%
WAAEX	Wasatch Small Cap Growth Fund	Small Cap Growth Equities	Dec 8, 1986	1.12%	-0.55%	9.25%	0.00%
WAEMX	Wasatch Emerging Markets Small Cap Fund	Emerging Markets Diversified	Sep 30, 2007	1.91%	-0.66%	4.87%	0.00%
WAESX	Wasatch Emerging Markets Select Fund	Emerging Markets Diversified	Dec 12, 2012	1.32%	1.39%	5.34%	0.00%
WAFMX	Wasatch Frontier Emerging Small Countries Fund	Emerging Markets Diversified	Jan 30, 2012	2.15%	8.28%	0.78%	0.00%
WAGCX	Wasatch Greater China Fund	China Equities	Nov 29, 2020	1.51%	3.36%	—	0.24%
WAGOX	Wasatch Global Opportunities Fund	Global Equities	Nov 16, 2008	1.50%	-3.43%	9.30%	0.00%
WAGSX	Wasatch Global Select Fund	Global Equities	Sep 30, 2019	1.35%	-1.50%	—	0.00%
WAIGX	Wasatch International Growth Fund	Foreign Small & Mid Cap Equities	Jun 27, 2002	1.44%	-3.77%	3.18%	0.00%
WAINX	Wasatch Emerging India Fund	Asia Pacific Equities	Apr 25, 2011	1.51%	1.29%	13.16%	4.18%
WAIOX	Wasatch International Opportunities Fund	Foreign Small & Mid Cap Equities	Jan 26, 2005	1.96%	-0.96%	4.83%	0.00%
WAISX	Wasatch International Select Fund	Foreign Large Cap Equities	Sep 30, 2019	1.30%	-2.88%	—	0.00%
WALSX	Wasatch Long/Short Alpha Fund	Long-Short	Sep 30, 2021	1.75%	8.31%	—	0.00%
WAMCX	Wasatch Ultra Growth Fund	Small Cap Growth Equities	Aug 17, 1992	1.16%	1.73%	12.70%	0.00%
WAMVX	Wasatch Micro Cap Value Fund	Small Cap Growth Equities	Jul 28, 2003	1.66%	7.14%	11.30%	0.00%
WGROX	Wasatch Core Growth Fund	Small Cap Growth Equities	Dec 8, 1986	1.17%	1.26%	12.17%	0.00%
WHOSX	Wasatch-Hoisington U.S. Treasury Fund	Government Bonds	Dec 7, 1986	0.67%	-8.22%	-0.10%	3.17%
WMCVX	Wasatch Small Cap Value Fund	Small Cap Blend Equities	Dec 17, 1997	1.16%	6.45%	9.85%	3.45%
WMICX	Wasatch Micro Cap Fund	Small Cap Growth Equities	Jun 19, 1995	1.63%	9.06%	12.36%	0.00%

Wasatch Mutual Funds List

Risk vs. Return Scatterplot