Morningstar

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 Funds List

Share Class Type

1 to 25 of 39 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Wasatch Core GrowthWGROXSmall Growth10.36%521.170%AverageNo Load$2,000
Wasatch Core Growth InstitutionalWIGRXSmall Growth10.45%511.060%Above AverageInstitutional$100,000
Wasatch Global Opportunities InstlWIGOXGlobal Small/Mid Stock7.92%341.350%HighInstitutional$100,000
Wasatch Global Opportunities InvestorWAGOXGlobal Small/Mid Stock7.78%361.490%Above AverageNo Load$2,000
Wasatch Global Value InstitutionalWILCXGlobal Large-Stock Value14.35%330.960%Above AverageInstitutional$100,000
Wasatch Global Value InvestorFMIEXGlobal Large-Stock Value14.20%361.110%Above AverageNo Load$2,000
Wasatch Micro Cap ValueWAMVXSmall Growth15.48%171.730%HighNo Load$2,000
Wasatch Small Cap ValueWMCVXSmall Blend12.30%161.170%AverageNo Load$2,000
Wasatch Small Cap Value InstitutionalWICVXSmall Blend12.36%161.060%Above AverageInstitutional$100,000
Wasatch Emerging India InvestorWAINXIndia Equity16.08%881.500%HighNo Load$2,000
Wasatch Emerging Markets Select InstlWIESXDiversified Emerging Mkts10.63%801.130%Above AverageInstitutional$100,000
Wasatch Emerging Markets Select InvestorWAESXDiversified Emerging Mkts10.42%811.360%Above AverageNo Load$2,000
Wasatch Emerging Markets Small Cap InstlWIEMXDiversified Emerging Mkts7.49%901.760%HighInstitutional$100,000
Wasatch Emerging Markets Small Cap InvWAEMXDiversified Emerging Mkts7.26%921.940%HighNo Load$2,000
Wasatch Micro CapWMICXSmall Growth15.06%201.660%HighNo Load$2,000
Wasatch Micro Cap Value InstitutionalWGMVXSmall Growth15.34%191.610%HighInstitutional$100,000
Wasatch Small Cap Growth InvestorWAAEXSmall Growth7.57%751.150%AverageNo Load$2,000
Wasatch Ultra GrowthWAMCXSmall Growth5.73%861.230%Above AverageNo Load$2,000
Wasatch Emerging India InstitutionalWIINXIndia Equity16.16%821.360%HighInstitutional$100,000
Wasatch Frontier Emerg Sm Countrs InstlWIFMXDiversified Emerging Mkts16.88%271.980%HighInstitutional$100,000
Wasatch Frontier Emerg Sm Countrs InvWAFMXDiversified Emerging Mkts16.88%272.180%HighNo Load$2,000
Wasatch Global Select InstitutionalWGGSXGlobal Large-Stock Growth2.87%970.960%Above AverageInstitutional$100,000
Wasatch Greater China InsWGGCXChina Region13.08%911.250%HighInstitutional$100,000
Wasatch Greater China InvestorWAGCXChina Region12.82%931.510%HighNo Load$2,000
Wasatch International Growth InvestorWAIGXForeign Small/Mid Growth5.40%641.410%Above AverageNo 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

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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