Wasatch U.S. Select Fund™ Institutional Class WGUSX Strategy

| Medalist Rating as of | See Wasatch Investment Hub

Strategy

The investment seeks long-term growth of capital. The fund will invest at least 80% of the fund’s net assets (plus borrowings for investment purposes) in equity securities of companies of all market capitalizations that are tied economically to the U.S. Equity securities include common stock. It may invest up to 20% of its total assets at the time of purchase in the equity securities of foreign companies (companies that are incorporated in any country outside the U.S. and whose securities principally trade outside the U.S.). The fund is non-diversified.

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
WAUSX
Wasatch U.S. Select Fund™ Investor ClassNo LoadOpen $3.09M1.000%Average$2,000−$2.45M
WGUSX
Wasatch U.S. Select Fund™ Institutional ClassInstitutionalOpen $12.79M0.850%Average$100,000−$1.17M

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