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EXPLORE THE WASATCH FAMILY OF NO-LOAD MUTUAL FUNDS. CLICK ON A FUND TO LEARN MORE ABOUT ITS DISTINCTIVE FEATURES. OR, CHOOSE UP TO FOUR FUNDS TO COMPARE SIDE BY SIDE.
( as of  04/23/14 ) ( AVERAGE ANNUAL TOTAL RETURNS )
FUND, TICKER &
INCEPTION DATE
STYLE STATUS CURRENT
PRICE (NAV)
DAILY CHG
% or $
YTD 1 YR 5 YR 10 YR SINCE
INCEPTION
COMPARE
1st Source Income Fund
(FMEQX) 09/24/96
BondOpen$10.170.10%1.43%-0.65%3.12%3.01%4.37%
Core Growth Fund
(WGROX) 12/06/86
GrowthOpen$54.54-0.22%-1.45%19.67%26.13%7.85%12.40%
Emerging India Fund
(WAINX) 04/26/11
InternationalOpen$2.170.00%6.90%11.22%N/AN/A3.31%
Emerging Markets Select Fund
(WAESX) 12/13/12
InternationalOpen$10.020.20%1.83%-5.13%N/AN/A-1.11%
Emerging Markets Small Cap Fund
(WAEMX) 10/01/07
InternationalClosed^$2.620.00%-1.13%-10.64%26.47%N/A4.50%
Frontier Emerging Small Countries Fund
(WAFMX) 01/31/12
InternationalOpen$3.270.31%5.14%11.03%N/AN/A23.88%
Global Opportunities Fund
(WAGOX) 11/17/08
InternationalOpen$4.22-0.24%-3.43%13.35%23.72%N/A24.10%
Heritage Growth Fund
(WAHGX) 06/18/04
GrowthOpen$16.18-0.12%0.81%23.35%21.28%N/A7.80%
Hoisington U.S. Treasury Fund
(WHOSX) 12/06/86
BondOpen$16.150.62%11.26%-5.60%4.37%6.87%7.82%
International Growth Fund
(WAIGX) 06/28/02
InternationalOpen*$28.410.21%-2.20%12.71%28.72%10.73%12.73%
International Opportunities Fund
(WAIOX) 01/27/05
InternationalOpen$2.980.00%3.11%10.20%26.43%N/A10.33%
Large Cap Value Fund
(FMIEX) 09/25/96
ValueOpen$12.480.16%1.94%14.81%15.83%8.23%9.71%
Long/Short Fund
(FMLSX) 08/01/03
SpecialtyOpen$16.380.00%0.99%9.63%13.84%6.92%7.07%
Micro Cap Fund
(WMICX) 06/19/95
GrowthOpen$7.75-0.77%-3.85%30.53%25.17%7.45%17.20%
Micro Cap Value Fund
(WAMVX) 07/28/03
ValueOpen$3.25-0.91%0.62%27.79%27.78%10.65%13.17%
Small Cap Growth Fund
(WAAEX) 12/06/86
GrowthOpen*$51.60-0.65%-1.66%21.28%25.06%9.10%12.55%
Small Cap Value Fund
(WMCVX) 12/17/97
ValueOpen$5.91-0.34%6.68%31.15%27.27%7.65%12.89%
Strategic Income Fund
(WASIX) 02/01/06
SpecialtyOpen$12.13-0.16%4.10%22.49%22.98%N/A8.03%
Ultra Growth Fund
(WAMCX) 08/16/92
GrowthOpen$24.98-0.91%-0.56%29.38%26.31%5.91%10.54%
World Innovators Fund
(WAGTX) 12/19/00
SpecialtyOpen$23.44-0.47%-0.51%24.10%27.24%9.22%8.52%
EXPLORE THE WASATCH FAMILY OF NO-LOAD MUTUAL FUNDS. CLICK ON A FUND TO LEARN MORE ABOUT ITS DISTINCTIVE FEATURES. OR, CHOOSE UP TO FOUR FUNDS TO COMPARE SIDE BY SIDE.
( as of  04/23/14 ) ( AVERAGE ANNUAL TOTAL RETURNS )
FUND, TICKER &
INCEPTION DATE
STYLE STATUS CURRENT
PRICE (NAV)
DAILY CHG
% or $
YTD 1 YR 5 YR 10 YR SINCE
INCEPTION
COMPARE
1st Source Income Fund
(FMEQX) 09/24/96
BondOpen$10.170.10%1.43%-0.65%3.12%3.01%4.37%
Core Growth Fund
(WGROX) 12/06/86
GrowthOpen$54.54-0.22%-1.45%19.67%26.13%7.85%12.40%
Emerging India Fund
(WAINX) 04/26/11
InternationalOpen$2.170.00%6.90%11.22%N/AN/A3.31%
Emerging Markets Select Fund
(WAESX) 12/13/12
InternationalOpen$10.020.20%1.83%-5.13%N/AN/A-1.11%
Emerging Markets Small Cap Fund
(WAEMX) 10/01/07
InternationalClosed^$2.620.00%-1.13%-10.64%26.47%N/A4.50%
Frontier Emerging Small Countries Fund
(WAFMX) 01/31/12
InternationalOpen$3.270.31%5.14%11.03%N/AN/A23.88%
Global Opportunities Fund
(WAGOX) 11/17/08
InternationalOpen$4.22-0.24%-3.43%13.35%23.72%N/A24.10%
Heritage Growth Fund
(WAHGX) 06/18/04
GrowthOpen$16.18-0.12%0.81%23.35%21.28%N/A7.80%
Hoisington U.S. Treasury Fund
(WHOSX) 12/06/86
BondOpen$16.150.62%11.26%-5.60%4.37%6.87%7.82%
International Growth Fund
(WAIGX) 06/28/02
InternationalOpen*$28.410.21%-2.20%12.71%28.72%10.73%12.73%
International Opportunities Fund
(WAIOX) 01/27/05
InternationalOpen$2.980.00%3.11%10.20%26.43%N/A10.33%
Large Cap Value Fund
(FMIEX) 09/25/96
ValueOpen$12.480.16%1.94%14.81%15.83%8.23%9.71%
Long/Short Fund
(FMLSX) 08/01/03
SpecialtyOpen$16.380.00%0.99%9.63%13.84%6.92%7.07%
Micro Cap Fund
(WMICX) 06/19/95
GrowthOpen$7.75-0.77%-3.85%30.53%25.17%7.45%17.20%
Micro Cap Value Fund
(WAMVX) 07/28/03
ValueOpen$3.25-0.91%0.62%27.79%27.78%10.65%13.17%
Small Cap Growth Fund
(WAAEX) 12/06/86
GrowthOpen*$51.60-0.65%-1.66%21.28%25.06%9.10%12.55%
Small Cap Value Fund
(WMCVX) 12/17/97
ValueOpen$5.91-0.34%6.68%31.15%27.27%7.65%12.89%
Strategic Income Fund
(WASIX) 02/01/06
SpecialtyOpen$12.13-0.16%4.10%22.49%22.98%N/A8.03%
Ultra Growth Fund
(WAMCX) 08/16/92
GrowthOpen$24.98-0.91%-0.56%29.38%26.31%5.91%10.54%
World Innovators Fund
(WAGTX) 12/19/00
SpecialtyOpen$23.44-0.47%-0.51%24.10%27.24%9.22%8.52%
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*Open to all Direct investments and existing shareholders through intermediary channels.
Closed to new investors through 3rd party intermediaries.
^Closed to new investors. Open to existing direct shareholders and intermediaries with an established position.

Data shows past performance, which is not indicative of future performance. Current performance may be lower or higher than the data quoted. To obtain the most recent month-end performance data available, please click on the “Performance” tab of the individual fund under the “Our Funds” section. The Advisor may absorb certain Fund expenses, without which total return would have been lower. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost.

Wasatch Funds will deduct a 2.00% redemption proceeds fee on Fund shares held 60 days or less. Performance data does not reflect the deduction of fees or taxes, which if reflected, would reduce the performance quoted. For more complete information including charges, risks and expenses, read the prospectus carefully.

Wasatch Funds are subject to risks, including loss of principal.

Performance for the Core Growth, Small Cap Value, and Large Cap Value Fund Institutional Class shares prior to 1/31/2012 is based on the performance of the Investor Class shares. Performance for the Long/Short Fund Institutional Class shares prior to 12/13/2012 is based on the Investor Class shares. Performance of the Fund's Institutional Class shares prior to 1/31/2012 for the Core Growth, Small Cap Value, and Large Cap Value Fund, and 1/13/2012 for the Long/Short Fund includes the actual expenses of the Fund's Investor Class shares without any adjustments. For any such period of time, the performance of the Fund's Institutional Class would have been substantially similar to, yet higher than, the performance of the Fund's Investor Class, because the shares of both classes are invested in the same portfolio of securities, but the classes bear different expenses.

The Total Annual Fund Operating Expenses for the Emerging Markets Select, Core Growth, Frontier Emerging Small Countries, Emerging India, Emerging Markets Small Cap, Global Opportunities, Heritage Growth, International Growth, International Opportunities, Large Cap Value, Long/Short, Micro Cap, Micro Cap Value, Small Cap Growth, Small Cap Value, Strategic Income, Ultra Growth, World Innovators, Wasatch-1st Source Income, and Wasatch-Hoisington U.S. Treasury are 2.40%, 1.21%, 2.43%, 2.99%, 2.06%, 1.80%, 0.99%, 1.49%, 2.42%, 1.16%, 1.51%, 1.93%, 2.05%, 1.24%, 1.27%, 1.10%, 1.41%, 1.80%, 0.73%, and 0.71% respectively. Total Annual Fund Operating Expenses include direct expenses paid to the advisor as well as indirect expenses incurred by the Fund as a result of its investments in other investment companies (each an “Acquired Fund”), before any expense reimbursements by the Advisor.

The Advisor has contractually agreed to reimburse the Emerging Markets Select, Core Growth, Frontier Emerging Small Countries, Emerging India, Emerging Markets Small Cap, Global Opportunities, Heritage Growth, International Growth, International Opportunities, Large Cap Value, Micro Cap, Micro Cap Value, Small Cap Growth, Small Cap Value, Strategic Income, Ultra Growth, World Innovators, and Wasatch-Hoisington U.S. Treasury Funds for Total Annual Fund Operating Expenses in excess of 1.69%, 1.50%, 2.25%, 1.95%, 1.95%, 1.95%, 0.95%, 1.75%, 2.25%, 1.10%, 1.95%, 1.95%, 1.50%, 1.50%, 0.95%, 1.5%, 1.95%, and 0.75% respectively, until at least January 31, 2015 (excluding interest, taxes, brokerage commissions, other investment related costs, acquired fund fees and expenses, dividend expense on short sales and extraordinary expenses).