Wasatch Mutual Funds List
Here you can find all mutual funds issued by Wasatch and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 18
- Avg. Expense Ratio
- 1.44%
- Avg. 1 Year Return
- 7.68%
- Avg. 5 Year Return
- -0.28%
- Median Risk/Return Score
- 4 / 100
Wasatch Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | Dec 8, 1986 | 1.12% | -1.44% | 8.80% | 2.00% | 2 | ||||||||
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | Aug 17, 1992 | 1.16% | 7.13% | 12.27% | 0.00% | 12 | ||||||||
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | Jul 28, 2003 | 1.66% | 13.63% | 14.00% | 9.86% | 33 | ||||||||
| Wasatch Core Growth Fund | Small Cap Growth Equities | Dec 8, 1986 | 1.17% | 3.76% | 10.88% | 8.24% | 3 | ||||||||
| Wasatch Micro Cap Fund | Small Cap Growth Equities | Jun 19, 1995 | 1.63% | 13.73% | 14.39% | 0.00% | 32 |
Explore top Wasatch Mutual Fund Categories and Asset Classes
Wasatch Equity Mutual fundsWasatch Multi-Asset Mutual fundsWasatch Bond Mutual fundsWasatch Small Cap Growth Equities Mutual fundsWasatch Emerging Markets Diversified Mutual fundsWasatch Global Equities Mutual fundsWasatch Foreign Small & Mid Cap Equities Mutual fundsWasatch Asia Pacific Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Wasatch Mutual funds by Risk/Return Score
The top Wasatch Mutual funds by PortfoliosLab Risk/Return Score are FMIEX (89) and WAEMX (61).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Wasatch Global Value Fund Investor Class Shares | 89 | — | Sep 1996 | |
| Wasatch Emerging Markets Small Cap Fund | 61 | — | Sep 2007 | |
| Wasatch Micro Cap Value Fund | 33 | — | Jul 2003 | |
| Wasatch Micro Cap Fund | 32 | — | Jun 1995 | |
| Wasatch Ultra Growth Fund | 12 | — | Aug 1992 |
Best-Performing Wasatch Mutual funds Over 5 Years
The top Wasatch Mutual funds is FMIEX (11.24%).
Across the lineup, Wasatch Mutual funds show an average 1-year return of 7.68% and an average 5-year return of -0.28%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Wasatch Global Value Fund Investor Class Shares | 11.24% | — | Sep 1996 | |
| Wasatch Micro Cap Value Fund | 4.78% | — | Jul 2003 | |
| Wasatch Small Cap Value Fund | 4.39% | — | Dec 1997 | |
| Wasatch Emerging Markets Small Cap Fund | 1.93% | — | Sep 2007 | |
| Wasatch Emerging India Fund | 1.59% | — | Apr 2011 |
Lowest-Cost Wasatch Mutual funds
The top Wasatch Mutual funds is WHOSX (0.67%).
With an average expense ratio of 1.44%, Wasatch Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Wasatch-Hoisington U.S. Treasury Fund | 0.67% | — | Dec 1986 | |
| Wasatch Global Value Fund Investor Class Shares | 1.10% | — | Sep 1996 | |
| Wasatch Small Cap Growth Fund | 1.12% | — | Dec 1986 | |
| Wasatch Ultra Growth Fund | 1.16% | — | Aug 1992 | |
| Wasatch Small Cap Value Fund | 1.16% | — | Dec 1997 |
Highest-Yield Wasatch Mutual funds
The top Wasatch Mutual funds is WAIOX (62.37%).
Across the lineup, Wasatch Mutual funds show an average dividend yield of 13.58%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Wasatch International Opportunities Fund | 62.37% | — | Jan 2005 | |
| Wasatch Emerging Markets Small Cap Fund | 56.72% | — | Sep 2007 | |
| Wasatch International Growth Fund | 48.78% | — | Jun 2002 | |
| Wasatch Emerging India Fund | 32.63% | — | Apr 2011 | |
| Wasatch Micro Cap Value Fund | 9.86% | — | Jul 2003 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
WGROX vs. VOOWGROX vs. OBSOXWGROX vs. HRSMXWGROX vs. VIOGWGROX vs. FCPGXWAMCX vs. FCPVXWAMCX vs. BWBIXWAMCX vs. FOCPXWAMCX vs. VIOGWAMCX vs. TRBCXWMICX vs. SWSSXWMICX vs. AVALXWMICX vs. PVIVXWMICX vs. RYSEXWMICX vs. FCPGXWAMVX vs. BRSVXWAMVX vs. GPMCXWAMVX vs. CAFGWAMVX vs. XITKWAMVX vs. VOOWAAEX vs. OBSOXWAAEX vs. INDEXWAAEX vs. VGTWAAEX vs. FCPGXWAAEX vs. ^GSPC