WHOSX - Wasatch-Hoisington US Treasury

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Wasatch-Hoisington US Treasury

Wasatch Funds Trust

150 Social Hall Avenue 4th Floor

Salt Lake City, UT 84111

Management information
Van Robert Hoisington,Lead manager since 30 July 1996
Mr. Hoisington founded Hoisington Investment Management Co. in 1980 and serves as Chief Executive Officer and Chairman of the Strategic Investment Committee. And formerly Mr. Hoisington is Executive Vice President and Executive Trust Officer of Texas Commerce Bank, where he achieved a five-year rate of return which, according to industry publications, exceeded the return of most major financial institutions or counseling firms. Prior to joining the bank, Van was an economist with United California Bank in Los Angeles, where he was Director of National and International Macroeconomic Studies. He has appeared on Louis Rukeyser’s Wall Street Week, and as a frequent speaker at Grant’s Interest Rate Observer conferences. Mr. Hoisington received a Bachelor of Arts from the University of Kansas and a Master of Business Administration from Fort Hays Kansas University
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLong Government
Fund familyWasatch
Net assets414.26M
YTD return26.16%
Morningstar rating★★★★
Inception date7 Dec 1986

Fund operations

Last dividend0.08
Last cap gain0.00
Holdings turnover29.00%
Average for categoryN/A

Fees and expenses

ExpenseWHOSXCategory average
Annual report expense ratio (net)0.69%0.58%
Prospectus net expense ratio0.69%N/A
Prospectus gross expense ratio0.69%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.75%
Max deferred sales loadN/A1.00%
3-yr expense projection221N/A
5-yr expense projection384N/A
10-yr expense projection859N/A
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