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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 FUND (FMIEX)
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1 $2,000.00 $100.00 $2,000.00 $100.00
WASATCH 1ST SOURCE LONG/SHORT (FMLSX)
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1 $2,000.00 $100.00 $2,000.00 $100.00
WASATCH SMALL CAP GROWTH (WAAEX)
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1 Closed $100.00 Closed $100.00
Wasatch Emerging Markets Small Cap (WAEMX)
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1 $2,000.00 $100.00 $2,000.00 $100.00
WASATCH FRONTIER EMERG SML COUNTRS INV (WAFMX)
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1 $2,000.00 $100.00 $2,000.00 $100.00
WASATCH GLOBAL OPPORTUNITIES (WAGOX)
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1 $2,000.00 $100.00 $2,000.00 $100.00
WASATCH WORLD INNOVATORS (WAGTX)
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1 $2,000.00 $100.00 $2,000.00 $100.00
WASATCH INTERNATIONAL OPPORTUNITIES INVE (WAIOX)
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1 Closed $100.00 Closed $100.00
WASATCH MICRO CAP VALUE (WAMVX)
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1 $2,000.00 $100.00 $2,000.00 $100.00
WASATCH CORE GROWTH (WGROX)
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1 $2,000.00 $100.00 $1,000.00 $100.00
WASATCH HOISINGTON U S TREASURY (WHOSX)
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1 $2,000.00 $100.00 $2,000.00 $100.00
WASATCH SMALL CAP VALUE (WMCVX)
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1 $2,000.00 $100.00 $1,000.00 $100.00
WASATCH MICRO CAP (WMICX)
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1 $2,000.00 $100.00 $2,000.00 $100.00

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 FOLIOfn Investments, Inc. FOLIOfn Investments reserves the right to change the funds we make available at any time without prior notice.