Wasatch

Statistics as of Jun 06, 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.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Small Growth
Expense Ratio
1.66%
TTM Yield
0.0%
3yr Sharpe
0.02
YTD Return
-7.4%
3yr Return
16.6%
1yr Return
3.1%
Total Assets
$592M
6M Money Flow
-$48M
India Equity
Expense Ratio
1.37%
TTM Yield
0.0%
3yr Sharpe
0.37
YTD Return
4.5%
3yr Return
35.8%
1yr Return
10.1%
Total Assets
$608M
6M Money Flow
-$72M
Diversified Emerging Mkts
Expense Ratio
1.12%
TTM Yield
0.0%
3yr Sharpe
-0.04
YTD Return
8.5%
3yr Return
16.8%
1yr Return
8.8%
Total Assets
$375M
6M Money Flow
-$51M
Diversified Emerging Mkts
Expense Ratio
1.81%
TTM Yield
0.0%
3yr Sharpe
-0.26
YTD Return
0.4%
3yr Return
5.5%
1yr Return
-0.8%
Total Assets
$254M
6M Money Flow
-$57M
Small Blend
Expense Ratio
1.06%
TTM Yield
0.2%
3yr Sharpe
0.16
YTD Return
-6.0%
3yr Return
27.3%
1yr Return
0.5%
Total Assets
$2B
6M Money Flow
-$3M
Small Growth
Expense Ratio
1.05%
TTM Yield
0.0%
3yr Sharpe
0.03
YTD Return
-4.2%
3yr Return
17.6%
1yr Return
11.9%
Total Assets
$2B
6M Money Flow
-$166M
Long Government
Expense Ratio
0.73%
TTM Yield
4.1%
3yr Sharpe
-0.73
YTD Return
-3.0%
3yr Return
-22.7%
1yr Return
-8.6%
Total Assets
$135M
6M Money Flow
-$18M
Mid-Cap Growth
Expense Ratio
0.86%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.3%
3yr Return
-
1yr Return
8.0%
Total Assets
$30M
6M Money Flow
$2M
Foreign Large Value
Expense Ratio
0.90%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
23.0%
3yr Return
-
1yr Return
-
Total Assets
$7M
6M Money Flow
$4M
Global Large-Stock Growth
Expense Ratio
0.96%
TTM Yield
0.0%
3yr Sharpe
0.25
YTD Return
8.6%
3yr Return
32.3%
1yr Return
13.4%
Total Assets
$15M
6M Money Flow
-$504K
Small Growth
Expense Ratio
1.71%
TTM Yield
0.0%
3yr Sharpe
0.15
YTD Return
-2.6%
3yr Return
26.4%
1yr Return
14.6%
Total Assets
$326M
6M Money Flow
-$11M
Small Growth
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-0.19
YTD Return
-8.6%
3yr Return
3.8%
1yr Return
-0.6%
Total Assets
$685M
6M Money Flow
-$169M
Long-Short Equity
Expense Ratio
2.21%
TTM Yield
0.0%
3yr Sharpe
0.42
YTD Return
-2.6%
3yr Return
41.6%
1yr Return
-2.5%
Total Assets
$63M
6M Money Flow
-$7M
Foreign Large Growth
Expense Ratio
1.30%
TTM Yield
0.0%
3yr Sharpe
0.29
YTD Return
19.7%
3yr Return
36.1%
1yr Return
25.3%
Total Assets
$5M
6M Money Flow
$40K
Foreign Small/Mid Growth
Expense Ratio
2.04%
TTM Yield
0.0%
3yr Sharpe
-0.13
YTD Return
14.1%
3yr Return
11.5%
1yr Return
10.4%
Total Assets
$62M
6M Money Flow
-$44M
Foreign Small/Mid Growth
Expense Ratio
1.49%
TTM Yield
0.0%
3yr Sharpe
0.00
YTD Return
17.3%
3yr Return
17.0%
1yr Return
21.9%
Total Assets
$223M
6M Money Flow
-$65M
Global Small/Mid Stock
Expense Ratio
1.50%
TTM Yield
0.0%
3yr Sharpe
0.08
YTD Return
1.2%
3yr Return
23.9%
1yr Return
11.0%
Total Assets
$206M
6M Money Flow
$5M
Diversified Emerging Mkts
Expense Ratio
2.20%
TTM Yield
0.7%
3yr Sharpe
0.31
YTD Return
10.7%
3yr Return
32.2%
1yr Return
14.5%
Total Assets
$38M
6M Money Flow
-$2M
Global Large-Stock Value
Expense Ratio
1.11%
TTM Yield
2.4%
3yr Sharpe
0.31
YTD Return
15.0%
3yr Return
30.1%
1yr Return
20.3%
Total Assets
$133M
6M Money Flow
-$6M