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Wasatch-Hoisington US Treasury (WHOSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.37-0.08 (-0.77%)
At close: 08:01PM EDT

Wasatch-Hoisington US Treasury

Salt Lake City, UT 84111

150 Social Hall Avenue 4th Floor

Wasatch Funds Trust

Management information
David M. Hoisington,Lead manager since 30 January 2016
David Hoisington joined Hoisington Investment Management Co. in 1990. He currently serves as Executive Vice President and Vice Chairman of the Strategic Investment Committee. David worked with Andersen Consulting where he designed, tested and installed custom management information systems for major corporations and supervised and evaluated project team members. David also completed intensive training in the fixed income and equity departments of Goldman Sachs and J.P. Morgan.
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 assets189.54M
YTD return-4.62%
Yield3.05%
Morningstar rating★★
Inception date7 Dec 1986

Fund operations

Last dividend0.09
Last cap gain-86.00
Holdings turnover13.00%
Average for categoryN/A

Fees and expenses

ExpenseWHOSXCategory average
Annual report expense ratio (net)0.70%0.35%
Prospectus net expense ratio0.70%N/A
Prospectus gross expense ratio0.70%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.75%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A