Wasatch

Statistics as of Apr 02, 2025

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Found total of 19 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Mid-Cap Growth
Expense Ratio
0.86%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-5.0%
3yr Return
-
1yr Return
0.2%
Total Assets
$30M
6M Money Flow
$4M
Small Blend
Expense Ratio
1.06%
TTM Yield
0.2%
3yr Sharpe
0.03
YTD Return
-8.1%
3yr Return
17.4%
1yr Return
-0.9%
Total Assets
$2B
6M Money Flow
$23M
Small Growth
Expense Ratio
1.05%
TTM Yield
0.0%
3yr Sharpe
-0.34
YTD Return
-11.3%
3yr Return
-10.4%
1yr Return
1.4%
Total Assets
$2B
6M Money Flow
-$198M
Small Growth
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-0.45
YTD Return
-13.6%
3yr Return
-20.5%
1yr Return
-9.2%
Total Assets
$744M
6M Money Flow
-$114M
Small Growth
Expense Ratio
1.66%
TTM Yield
0.0%
3yr Sharpe
-0.32
YTD Return
-14.8%
3yr Return
-8.2%
1yr Return
-4.9%
Total Assets
$566M
6M Money Flow
-$33M
Small Growth
Expense Ratio
1.71%
TTM Yield
0.0%
3yr Sharpe
-0.12
YTD Return
-8.6%
3yr Return
6.4%
1yr Return
8.2%
Total Assets
$310M
6M Money Flow
-$7M
Foreign Large Growth
Expense Ratio
1.30%
TTM Yield
0.0%
3yr Sharpe
-0.15
YTD Return
5.4%
3yr Return
4.0%
1yr Return
10.1%
Total Assets
$4M
6M Money Flow
-$177K
Foreign Large Value
Expense Ratio
0.90%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
14.8%
3yr Return
-
1yr Return
-
Total Assets
$5M
6M Money Flow
-
Foreign Small/Mid Growth
Expense Ratio
1.49%
TTM Yield
0.0%
3yr Sharpe
-0.48
YTD Return
0.6%
3yr Return
-15.3%
1yr Return
6.4%
Total Assets
$200M
6M Money Flow
-$79M
Foreign Small/Mid Growth
Expense Ratio
2.04%
TTM Yield
0.0%
3yr Sharpe
-0.50
YTD Return
0.7%
3yr Return
-13.8%
1yr Return
-2.0%
Total Assets
$58M
6M Money Flow
-$77M
Diversified Emerging Mkts
Expense Ratio
1.12%
TTM Yield
0.0%
3yr Sharpe
-0.49
YTD Return
-1.8%
3yr Return
-14.4%
1yr Return
1.0%
Total Assets
$380M
6M Money Flow
-$24M
Diversified Emerging Mkts
Expense Ratio
1.81%
TTM Yield
0.0%
3yr Sharpe
-0.62
YTD Return
-8.5%
3yr Return
-18.6%
1yr Return
-7.3%
Total Assets
$245M
6M Money Flow
-$55M
Diversified Emerging Mkts
Expense Ratio
2.20%
TTM Yield
0.8%
3yr Sharpe
-0.20
YTD Return
0.6%
3yr Return
0.7%
1yr Return
6.2%
Total Assets
$35M
6M Money Flow
-$2M
India Equity
Expense Ratio
1.37%
TTM Yield
0.0%
3yr Sharpe
-0.06
YTD Return
-1.9%
3yr Return
8.2%
1yr Return
9.1%
Total Assets
$570M
6M Money Flow
-$88M
Global Large-Stock Growth
Expense Ratio
0.96%
TTM Yield
0.0%
3yr Sharpe
-0.17
YTD Return
-0.1%
3yr Return
3.9%
1yr Return
2.5%
Total Assets
$13M
6M Money Flow
-$1M
Global Large-Stock Value
Expense Ratio
1.11%
TTM Yield
2.5%
3yr Sharpe
0.26
YTD Return
11.4%
3yr Return
24.5%
1yr Return
16.3%
Total Assets
$131M
6M Money Flow
-$7M
Global Small/Mid Stock
Expense Ratio
1.50%
TTM Yield
0.0%
3yr Sharpe
-0.27
YTD Return
-6.7%
3yr Return
-4.0%
1yr Return
2.8%
Total Assets
$195M
6M Money Flow
$7M
Long-Short Equity
Expense Ratio
2.21%
TTM Yield
0.0%
3yr Sharpe
0.36
YTD Return
-3.3%
3yr Return
35.2%
1yr Return
-5.4%
Total Assets
$71M
6M Money Flow
$1M
Long Government
Expense Ratio
0.73%
TTM Yield
3.7%
3yr Sharpe
-0.84
YTD Return
5.3%
3yr Return
-29.4%
1yr Return
1.7%
Total Assets
$151M
6M Money Flow
-$22M