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Wasatch Global Small Cap Value Fund Investor Class WACVX

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Strategy

The investment seeks long-term growth of capital. The fund invests primarily in the equity securities of small foreign and domestic companies. Under normal market conditions, the managers will invest at least 80% of the fund’s net assets in the equity securities, typically common stock, of small foreign and domestic companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WACVX	Wasatch Global Small Cap Value Fund Investor Class	No Load	Open	—	—	Oct 1, 2025	$3.05M	1.500%	High	$2,000	—
WGCVX	Wasatch Global Small Cap Value Fund Institutional Class	Institutional	Open	—	—	Oct 1, 2025	$5.75M	1.100%	Average	$100,000	—

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