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Wasatch-Hoisington US Treasury WHOSX

Analyst rating as of
NAV / 1-Day Return
13.42  /  0.74 %
Total Assets
321.8 Mil
Adj. Expense Ratio
0.670%
Expense Ratio
0.660%
Distribution Fee Level
Above Average
Share Class Type
No Load
Category
Long Government
Credit Quality / Interest Rate Sensitivity
High / Extensive
Min. Initial Investment
2,000
Status
Open
TTM Yield
2.31%
Effective Duration
19.50 years

Morningstar’s Analysis WHOSX

Will WHOSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A relatively expensive offering for long U.S. Treasury exposure.

Summary

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An experienced group of portfolio managers use a straightforward approach to gain access to long-dated U.S. Treasuries. The strategy doesn’t offer much beyond what passive rivals with far cheaper price tags can provide, resulting in a Morningstar Analyst Rating of Neutral.

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