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Mutual Funds: WASATCH FUNDS

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
WASATCH GLOBAL VALUE FD INV (FMIEX)
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1 $0.00 $0.00 $0.00 $0.00
WASATCH SMALL CAP GROWTH FD INV (WAAEX)
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1 $0.00 $0.00 $0.00 $0.00
WASATCH EMRG MKT SMALL CAP FD INV (WAEMX)
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1 $0.00 $0.00 $0.00 $0.00
WASATCH FRONTIER EMRG SM COUNTRIES INV (WAFMX)
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1 $0.00 $0.00 $0.00 $0.00
WASATCH GLOBAL OPPTY FD INV (WAGOX)
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1 $0.00 $0.00 $0.00 $0.00
SEVEN CANYONS WORLD INNOVATORS INV (WAGTX)
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1 $0.00 $0.00 $0.00 $0.00
WASATCH INTERNATIONAL OPPORTUNITIES FD I (WAIOX)
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1 $0.00 $0.00 $0.00 $0.00
WASATCH ULTRA GROWTH FD INV (WAMCX)
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1 $0.00 $0.00 $0.00 $0.00
WASATCH MICRO CAP VALUE FD INV (WAMVX)
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1 $0.00 $0.00 $0.00 $0.00
WASATCH CORE GROWTH FD INV (WGROX)
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1 $0.00 $0.00 $0.00 $0.00
WASATCH HOISINGTON US TREASURY FD INV (WHOSX)
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1 $0.00 $0.00 $0.00 $0.00
WASATCH SMALL CAP VALUE FD INV (WMCVX)
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1 $0.00 $0.00 $0.00 $0.00
WASATCH MICRO CAP FD INV (WMICX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.