|
Fund Family Name |
Fund Name |
CUSIP |
Symbol |
|
Morningstar Prospectus Objective |
Min Initial Purchase |
Min Subsequent Purchase |
Min IRA Purchase |
Expense
Ratio |
12b-1 |
Sales
Charge |
Available to New Shareholders |
Available to Existing Shareholders |
Exchange In Eligible |
Foreign Purchase Eligible |
|
Wasatch Funds |
WASATCH
1ST SOURCE INCOME EQUITY FUND |
936793843 |
FMIEX |
Mutual Fund |
Equity-Income |
$ 2000 |
$ 100 |
$ 1000 |
1.04 |
0 |
None |
Yes |
Yes |
Y |
Y |
|
Wasatch Funds |
WASATCH 1ST SOURCE
INCOME FD |
936793850 |
FMEQX |
Mutual Fund |
Corporate Bond - High Quality |
$ 2000 |
$ 100 |
$ 1000 |
0.87 |
0 |
None |
Yes |
Yes |
Y |
Y |
|
Wasatch Funds |
WASATCH 1ST
SOURCE LONG/SHORT FD |
936793835 |
FMLSX |
Mutual Fund |
Aggressive Growth |
$ 2000 |
$ 100 |
$ 1000 |
1.46 |
0 |
None |
Yes |
Yes |
Y |
Y |
|
Wasatch Funds |
WASATCH CORE GROWTH |
936772201 |
WGROX |
Mutual Fund |
Growth |
$ 2000 |
$ 100 |
$ 1000 |
1.21 |
0 |
None |
Yes |
Yes |
Y |
Y |
|
Wasatch Funds |
WASATCH
EMERGING MARKETS SMALL CAP FD |
936793884 |
WAEMX |
Mutual Fund |
Growth |
$ 2000 |
$ 100 |
$ 1000 |
2.1 |
0 |
None |
Yes |
Yes |
Y |
N |
|
Wasatch Funds |
WASATCH
GLOBAL OPPORTUNITIES RETAIL |
936793868 |
WAGOX |
Mutual Fund |
World Stock |
$ 2000 |
$ 500 |
$ 1000 |
-999 |
0 |
None |
Yes |
Yes |
Y |
N |
|
Wasatch Funds |
WASATCH
GLOBAL SCIENCE & TECHNOLOGY |
936793306 |
WAGTX |
Mutual Fund |
Specialty - Technology |
$ 2000 |
$ 100 |
$ 1000 |
1.92 |
0 |
None |
Yes |
Yes |
Y |
Y |
|
Wasatch Funds |
WASATCH HERITAGE
GROWTH FUND |
936793603 |
WAHGX |
Mutual Fund |
Growth |
$ 2000 |
$ 100 |
$ 1000 |
0.95 |
0 |
None |
Yes |
Yes |
Y |
Y |
|
Wasatch Funds |
WASATCH HERITAGE VALUE
FD |
936793876 |
WAHVX |
Mutual Fund |
Growth and Income |
$ 2000 |
$ 100 |
$ 1000 |
0.95 |
0 |
None |
Yes |
Yes |
Y |
N |
|
Wasatch Funds |
WASATCH
HOISINGTON US TREASURY |
936772300 |
WHOSX |
Mutual Fund |
Government Bond - Treasury |
$ 2000 |
$ 100 |
$ 1000 |
0.74 |
0 |
None |
Yes |
Yes |
Y |
Y |
|
Wasatch Funds |
WASATCH
INTERNATIONAL GROWTH |
936793405 |
WAIGX |
Mutual Fund |
Foreign Stock |
$ 2000 |
$ 100 |
$ 1000 |
1.83 |
0 |
None |
Yes |
Yes |
Y |
Y |
|
Wasatch Funds |
WASATCH
INTERNATIONL OPPORTUNITIES FD |
936793702 |
WAIOX |
Mutual Fund |
Foreign Stock |
$ 2000 |
$ 100 |
$ 1000 |
2.25 |
0 |
None |
Yes |
Yes |
Y |
Y |
|
Wasatch Funds |
WASATCH MICROCAP |
936772508 |
WMICX |
Mutual Fund |
Small Company |
$ 2000 |
$ 100 |
$ 1000 |
2.16 |
0 |
None |
Yes |
Yes |
Y |
Y |
|
Wasatch Funds |
WASATCH MICRO-CAP
VALUE FUND |
936793504 |
WAMVX |
Mutual Fund |
Small Company |
$ 2000 |
$ 100 |
$ 1000 |
2.25 |
0 |
None |
Yes |
Yes |
Y |
Y |
|
Wasatch Funds |
WASATCH SMALL CAP
GROWTH |
936772102 |
WAAEX |
Mutual Fund |
Aggressive Growth |
$ 2000 |
$ 100 |
$ 1000 |
1.21 |
0 |
None |
Yes |
Yes |
Y |
Y |
|
Wasatch Funds |
WASATCH SMALL CAP VALUE |
936793207 |
WMCVX |
Mutual Fund |
Small Company |
$ 2000 |
$ 100 |
$ 1000 |
1.76 |
0 |
None |
Yes |
Yes |
Y |
Y |
|
Wasatch Funds |
WASATCH STRATEGIC
INCOME FD |
936793801 |
WASIX |
Mutual Fund |
Income |
$ 2000 |
$ 100 |
$ 1000 |
0.95 |
0 |
None |
Yes |
Yes |
Y |
Y |
|
Wasatch Funds |
WASATCH ULTRA GROWTH |
936772409 |
WAMCX |
Mutual Fund |
Growth |
$ 2000 |
$ 100 |
$ 1000 |
1.53 |
0 |
None |
Yes |
Yes |
Y |
Y |
