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) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
WASATCH SMALL CAP GROWTH FD INV (WAAEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
WASATCH EMRG MKT SMALL CAP FD INV (WAEMX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
WASATCH FRONTIER EMRG SM COUNTRIES INV (WAFMX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
WASATCH GLOBAL OPPTY FD INV (WAGOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
SEVEN CANYONS WORLD INNOVATORS INV (WAGTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
WASATCH INTERNATIONAL OPPORTUNITIES FD I (WAIOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
WASATCH ULTRA GROWTH FD INV (WAMCX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
WASATCH MICRO CAP VALUE FD INV (WAMVX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
WASATCH CORE GROWTH FD INV (WGROX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
WASATCH HOISINGTON US TREASURY FD INV (WHOSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
WASATCH SMALL CAP VALUE FD INV (WMCVX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
WASATCH MICRO CAP FD INV (WMICX) View Prospectus |
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.