The small but experienced team backing the Wasatch-Hoisington U.S. Treasury strategy uses a straightforward process that has changed little since its inception in 1996. This light-touch approach has not provided any clear edge over its long government Morningstar Category peers, resulting in a Morningstar Analyst Rating of Neutral.
Will WHOSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of WHOSX’s parent organization’s priorities and whether they’re in line with investors’ interests.