WHOSX – Wasatch-Hoisington US Treasury Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a rate of return that exceeds the rate of inflation over a business cycle by investing in U.S. Treasury securities with an emphasis on both income and capital appreciation. The fund typically invests at least 90% of the fund's total assets in U.S. Treasury securities and in repurchase agreements collateralized by such securities. The adviser adjusts the average maturity and effective duration of the fund's portfolio based on HIMCO's assessment of multi-year trends in national and international economic conditions.

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
WHOSX	Wasatch-Hoisington U.S. Treasury Fund	No Load	Open			Dec 8, 1986	$99.55M	0.730%	High	$2,000	−$41.55M

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