WHOSX – Fund Analysis – Wasatch-Hoisington US Treasury | Morningstar

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Will WHOSX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WHOSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the WHOSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of WHOSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not worth the cost.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

Wasatch Hoisington U.S. Treasury’s simple approach led by an experienced team fails to offer much over what far cheaper passive rivals can provide.

by Saraja Samant

Rated on Feb 20, 2024 Published on Feb 20, 2024

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