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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 Growth−1.22%911.170%AverageNo Load$2,000
Wasatch Core Growth InstitutionalWIGRXSmall Growth−1.19%911.060%Above AverageInstitutional$100,000
Wasatch Emerging Markets Select InstlWIESXDiversified Emerging Mkts0.83%941.130%Above AverageInstitutional$100,000
Wasatch Emerging Markets Select InvestorWAESXDiversified Emerging Mkts0.18%941.360%Above AverageNo Load$2,000
Wasatch Emerging Markets Small Cap InstlWIEMXDiversified Emerging Mkts−1.30%971.760%HighInstitutional$100,000
Wasatch Emerging Markets Small Cap InvWAEMXDiversified Emerging Mkts−1.32%981.940%HighNo Load$2,000
Wasatch Global Opportunities InvestorWAGOXGlobal Small/Mid Stock−5.72%901.490%Above AverageNo Load$2,000
Wasatch Global Value InstitutionalWILCXGlobal Large-Stock Value3.97%820.960%Above AverageInstitutional$100,000
Wasatch Global Value InvestorFMIEXGlobal Large-Stock Value3.92%841.110%Above AverageNo Load$2,000
Wasatch Micro Cap ValueWAMVXSmall Growth4.46%411.730%HighNo Load$2,000
Wasatch Small Cap ValueWMCVXSmall Blend4.30%311.170%AverageNo Load$2,000
Wasatch Small Cap Value InstitutionalWICVXSmall Blend4.25%371.060%Above AverageInstitutional$100,000
Wasatch Emerging India InvestorWAINXIndia Equity−0.80%1001.500%HighNo Load$2,000
Wasatch Frontier Emerg Sm Countrs InstlWIFMXDiversified Emerging Mkts8.44%121.980%HighInstitutional$100,000
Wasatch Global Opportunities InstlWIGOXGlobal Small/Mid Stock−5.66%891.350%HighInstitutional$100,000
Wasatch Micro CapWMICXSmall Growth5.85%271.660%HighNo Load$2,000
Wasatch Micro Cap Value InstitutionalWGMVXSmall Growth4.13%451.610%HighInstitutional$100,000
Wasatch Small Cap Growth InvestorWAAEXSmall Growth−2.96%931.150%AverageNo Load$2,000
Wasatch Ultra GrowthWAMCXSmall Growth−1.07%901.230%Above AverageNo Load$2,000
Wasatch Emerging India InstitutionalWIINXIndia Equity−0.63%971.360%HighInstitutional$100,000
Wasatch Frontier Emerg Sm Countrs InvWAFMXDiversified Emerging Mkts8.28%122.180%HighNo Load$2,000
Wasatch Global Select InstitutionalWGGSXGlobal Large-Stock Growth−2.70%980.960%Above AverageInstitutional$100,000
Wasatch Global Select InvestorWAGSXGlobal Large-Stock Growth−2.91%981.360%HighNo Load$2,000
Wasatch Greater China InsWGGCXChina Region0.42%801.250%HighInstitutional$100,000
Wasatch Greater China InvestorWAGCXChina Region0.21%811.510%HighNo 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

  • Category

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

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • 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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