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Wasatch Receives Three Lipper 2012 Fund Awards


Today three Wasatch Funds received 2012 Lipper Awards for industry-leading risk-adjusted returns. Wasatch Funds were honored as #1 in three categories:

  • The Wasatch Emerging Markets Small Cap Fund (WAEMX) was honored as #1 in the emerging markets category based on risk-adjusted performance over the three-year period ending 12/31/11 (out of 296 funds). Fund managers Roger Edgley and Laura Geritz focus on small-cap companies in emerging markets, in one of the industry’s few mutual funds specific to that market segment. The Fund closed to new investors as of February 24, 2012; existing investors and financial advisers or retirement plan sponsors with established positions will continue to have access to the Fund for both current and future clients /plan participants.
  • The Wasatch Global Opportunities Fund (WAGOX) was honored as the #1 global small-/mid-cap fund based on risk-adjusted performance over the three-year period ending 12/31/11 (out of 61 funds). The Wasatch Global Opportunities Fund is focused on small and micro-cap foreign and domestic companies with market capitalization of less than $5 billion. This Fund is co-managed by Roger Edgley, JB Taylor, and Ajay Krishnan.
  • The Wasatch Large Cap Value Fund (FMIEX), managed by Ralph Shive and Michael Shinnick, was honored as the #1 large-cap value fund based on risk-adjusted returns over the ten-year period ending 12/31/11 (out of 239 funds). The Fund seeks above-average dividend yield among domestic large-cap companies.

Said Gene Podsiadlo, Director of Mutual Funds, “What’s really special about this are the styles, market cap, and time ranges covered by the three Wasatch Funds receiving Lipper Awards.  We remain committed to an in-depth research process in the U.S. and around the world, and we’ll continue to control capacity in funds where we think performance could be compromised by excessive scale.  We’re gratified to receive the Lipper Awards.”


About Wasatch Advisors

Wasatch Advisors is the investment manager to Wasatch Funds®, a family of no-load mutual funds, as well as separately managed institutional and individual portfolios.  Wasatch Advisors pursues a disciplined approach to investing, focused on bottom-up, fundamental analysis to develop a deep understanding of the investment potential of individual companies.  The Portfolio Managers employ a uniquely collaborative multiple eyes process to leverage the knowledge and skill of the entire Wasatch Advisors research team in making investment decisions. Wasatch Advisors is an employee-owned investment adviser founded in 1975 and headquartered in Salt Lake City, Utah.  Wasatch Advisors, Inc. is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. 


The objective of the Wasatch Emerging Markets Small Cap Fund and the Wasatch Global Opportunities Funds are long-term growth of capital.   The objective of the Wasatch Large Cap Value Fund is long term growth of capital and current income.

The Lipper Fund Awards are awarded annually to the highest Lipper Leader for Consistent Return (risk-adjusted) value within each eligible fund classification over a three, five, or ten year period. Lipper award designations are not intended to constitute investment advice or predict future results, and Lipper does not guarantee the accuracy of this information. Past performance is not indicative of future results.


Mutual fund investing involves risks and loss of principal is possible.  Investing in small cap funds will be more volatile and loss of principal could be greater than investing in large cap or more diversified funds.

Investing in foreign securities, especially in emerging markets, entails special risks such as unstable currencies, highly volatile securities markets and political and social instability, which are described in more detail in the prospectus.

An investor should consider investment objectives, risks, charges, and expenses carefully before investing. To obtain a prospectus, which contains this and other information, click here or call 800.551.1700. Please read it carefully before investing.

Wasatch Funds are distributed by ALPS Distributors, Inc. (ADI). ADI is not affiliated with Wasatch Advisors, Inc.  Gene Podsiadlo is a registered representative of ADI.