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Wasatch-Hoisington US Treasury WHOSX

Analyst rating as of
NAV / 1-Day Return
17.34  /  0.97 %
Total Assets
440.0 Mil
Adj. Expense Ratio
0.660%
Expense Ratio
0.660%
Fee Level
Above Average
Longest Manager Tenure
24.77 years
Category
Long Government
Credit Quality / Interest Rate Sensitivity
High / Extensive
Min. Initial Investment
2,000
Status
Open
TTM Yield
1.34%
Effective Duration
23.00 years
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Morningstar’s Analysis

Will WHOSX outperform in future?

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

Straightforward long U.S. Treasury exposure.

Summary

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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.

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