Wasatch

Statistics as of May 01, 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 Return ▲1yr ReturnTotal Assets6M Money Flow
Long Government
Expense Ratio
0.73%
TTM Yield
3.9%
3yr Sharpe
-0.69
YTD Return
1.2%
3yr Return
-23.7%
1yr Return
1.3%
Total Assets
$144M
6M Money Flow
-$21M
Small Growth
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-0.31
YTD Return
-17.1%
3yr Return
-10.1%
1yr Return
-7.4%
Total Assets
$671M
6M Money Flow
-$133M
Diversified Emerging Mkts
Expense Ratio
1.81%
TTM Yield
0.0%
3yr Sharpe
-0.37
YTD Return
-5.3%
3yr Return
-4.9%
1yr Return
-4.1%
Total Assets
$246M
6M Money Flow
-$59M
Foreign Small/Mid Growth
Expense Ratio
2.04%
TTM Yield
0.0%
3yr Sharpe
-0.22
YTD Return
6.4%
3yr Return
1.3%
1yr Return
7.1%
Total Assets
$60M
6M Money Flow
-$72M
Small Growth
Expense Ratio
1.05%
TTM Yield
0.0%
3yr Sharpe
-0.17
YTD Return
-12.9%
3yr Return
2.6%
1yr Return
4.2%
Total Assets
$2B
6M Money Flow
-$212M
Foreign Small/Mid Growth
Expense Ratio
1.49%
TTM Yield
0.0%
3yr Sharpe
-0.17
YTD Return
8.0%
3yr Return
3.0%
1yr Return
17.1%
Total Assets
$210M
6M Money Flow
-$73M
Small Growth
Expense Ratio
1.66%
TTM Yield
0.0%
3yr Sharpe
-0.14
YTD Return
-16.0%
3yr Return
4.7%
1yr Return
-2.7%
Total Assets
$551M
6M Money Flow
-$35M
Diversified Emerging Mkts
Expense Ratio
1.12%
TTM Yield
0.0%
3yr Sharpe
-0.18
YTD Return
1.4%
3yr Return
4.8%
1yr Return
4.5%
Total Assets
$389M
6M Money Flow
-$26M
Global Small/Mid Stock
Expense Ratio
1.50%
TTM Yield
0.0%
3yr Sharpe
-0.07
YTD Return
-6.7%
3yr Return
9.2%
1yr Return
7.6%
Total Assets
$192M
6M Money Flow
$4M
Small Growth
Expense Ratio
1.71%
TTM Yield
0.0%
3yr Sharpe
0.01
YTD Return
-9.8%
3yr Return
15.6%
1yr Return
10.9%
Total Assets
$305M
6M Money Flow
-$3M
India Equity
Expense Ratio
1.37%
TTM Yield
0.0%
3yr Sharpe
0.08
YTD Return
0.7%
3yr Return
18.8%
1yr Return
10.3%
Total Assets
$591M
6M Money Flow
-$77M
Global Large-Stock Growth
Expense Ratio
0.96%
TTM Yield
0.0%
3yr Sharpe
0.11
YTD Return
3.0%
3yr Return
20.3%
1yr Return
10.0%
Total Assets
$14M
6M Money Flow
-$562K
Small Blend
Expense Ratio
1.06%
TTM Yield
0.2%
3yr Sharpe
0.09
YTD Return
-12.9%
3yr Return
21.8%
1yr Return
-1.7%
Total Assets
$1B
6M Money Flow
$13M
Diversified Emerging Mkts
Expense Ratio
2.20%
TTM Yield
0.7%
3yr Sharpe
0.14
YTD Return
5.8%
3yr Return
22.2%
1yr Return
12.1%
Total Assets
$36M
6M Money Flow
-$2M
Foreign Large Growth
Expense Ratio
1.30%
TTM Yield
0.0%
3yr Sharpe
0.17
YTD Return
12.9%
3yr Return
24.3%
1yr Return
24.2%
Total Assets
$4M
6M Money Flow
-$44K
Global Large-Stock Value
Expense Ratio
1.11%
TTM Yield
2.5%
3yr Sharpe
0.36
YTD Return
11.1%
3yr Return
30.2%
1yr Return
18.9%
Total Assets
$130M
6M Money Flow
-$7M
Long-Short Equity
Expense Ratio
2.21%
TTM Yield
0.0%
3yr Sharpe
0.40
YTD Return
-5.0%
3yr Return
38.0%
1yr Return
-3.7%
Total Assets
$68M
6M Money Flow
-$2M
Mid-Cap Growth
Expense Ratio
0.86%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-5.8%
3yr Return
-
1yr Return
3.6%
Total Assets
$28M
6M Money Flow
$4M
Foreign Large Value
Expense Ratio
0.90%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
18.5%
3yr Return
-
1yr Return
-
Total Assets
$6M
6M Money Flow
$6M