Contact Us
Font Size: A A A

Our Portfolios Open an AccountPrint This Page

VIEW AND COMPARE THE WASATCH FAMILY OF INVESTMENT PORTFOLIOS. CLICK ON A PORTFOLIO TO LEARN MORE ABOUT ITS DISTINCTIVE FEATURES. OR, CHOOSE UP TO FOUR PORTFOLIOS TO COMPARE SIDE BY SIDE.

AVERAGE ANNUAL TOTAL RETURNS (Net of Fees)
PORTFOLIO &
INCEPTION DATE
PORTFOLIO
MANAGER(S)
YTD 1 YR 3 YR 5 YR 10 YR 15 YR COMPARE
Growth
Micro Cap Growth Composite
6/19/1995
Ken Korngiebel, CFA
Dan Chace, CFA
15.50%42.86%17.28%15.95%10.47%11.23%
Small Cap Ultra Growth Composite
8/16/1992
John Malooly, CFA19.63%42.10%17.43%16.03%12.01%10.75%
Small Cap Growth Composite
9/08/1975
JB Taylor
Ken Korngiebel, CFA
Ryan Snow
12.44%26.55%11.10%11.43%11.61%10.75%
Core
Small Cap Core Growth Composite
12/06/1986
JB Taylor
Paul Lambert
Mike Valentine
9.09%28.57%14.28%13.63%12.43%11.57%
Value
Micro Cap Value Composite
7/28/2003
Brian Bythrow, CFA3.07%22.63%12.97%14.01%11.57%N/A
Small Cap Value Composite
12/17/1997
Jim Larkins3.24%21.18%11.41%13.60%10.91%11.46%
International
Emerging Markets Small Cap Composite
10/01/2007
Roger Edgley, CFA
Andrey Kutuzov, CFA
Scott Thomas, CFA
Kevin Unger, CFA
-3.08%11.70%3.74%2.03%6.32%N/A
International Micro Cap Composite
1/27/2005
Jared Whatcott, CFA
Linda Lasater, CFA
Allison He, CFA
1.68%12.86%11.40%10.27%8.85%N/A
International Small Cap Growth Composite
4/17/2002
Roger Edgley, CFA
Ken Applegate, CFA, CMT
Linda Lasater, CFA
5.69%18.23%10.16%8.89%8.95%12.64%
Global Small Cap Composite
11/17/2008
JB Taylor
Ajay Krishnan, CFA
6.94%23.57%12.77%10.58%N/AN/A
Frontier Emerging Small Countries Composite
1/31/2012
Roger Edgley, CFA
Jared Whatcott, CFA
Scott Thomas, CFA, CPA
-8.69%-0.09%-1.63%-1.06%N/AN/A
Emerging Markets Select Composite
12/13/2012
Ajay Krishnan, CFA
Roger Edgley, CFA
Scott Thomas, CFA, CPA
Matthew Dreith, CFA
0.72%9.19%4.09%1.80%N/AN/A
Emerging India Composite
4/26/2011
Ajay Krishnan, CFA
Matthew Dreith, CFA
-2.51%14.49%15.01%18.17%N/AN/A
Other
World Innovators Composite
12/19/2000
Josh Stewart
Sam Stewart, CFA
-0.76%14.68%10.48%10.22%10.21%10.79%

VIEW AND COMPARE THE WASATCH FAMILY OF INVESTMENT PORTFOLIOS. CLICK ON A PORTFOLIO TO LEARN MORE ABOUT ITS DISTINCTIVE FEATURES. OR, CHOOSE UP TO FOUR PORTFOLIOS TO COMPARE SIDE BY SIDE.

AVERAGE ANNUAL TOTAL RETURNS (Net of Fees)
PORTFOLIO &
INCEPTION DATE
PORTFOLIO
MANAGER(S)
YTD 1 YR 3 YR 5 YR 10 YR 15 YR COMPARE
Growth
Micro Cap Growth Composite
6/19/1995
Ken Korngiebel, CFA
Dan Chace, CFA
5.40%34.03%12.88%15.01%10.47%11.87%
Small Cap Ultra Growth Composite
8/16/1992
John Malooly, CFA6.75%30.63%12.77%14.31%11.95%11.32%
Small Cap Growth Composite
9/08/1975
JB Taylor
Ken Korngiebel, CFA
Ryan Snow
7.59%23.07%8.29%11.50%12.03%11.74%
Core
Small Cap Core Growth Composite
12/06/1986
JB Taylor
Paul Lambert
Mike Valentine
4.11%25.15%11.90%13.75%12.89%12.59%
Value
Micro Cap Value Composite
7/28/2003
Brian Bythrow, CFA-1.69%19.35%12.59%13.84%11.65%N/A
Small Cap Value Composite
12/17/1997
Jim Larkins-2.26%14.14%9.14%13.60%11.11%12.36%
International
Emerging Markets Small Cap Composite
10/01/2007
Roger Edgley, CFA
Andrey Kutuzov, CFA
Scott Thomas, CFA
Kevin Unger, CFA
0.59%26.12%6.94%3.06%7.76%N/A
International Micro Cap Composite
1/27/2005
Jared Whatcott, CFA
Linda Lasater, CFA
Allison He, CFA
1.71%21.36%12.48%10.74%9.50%N/A
International Small Cap Growth Composite
4/17/2002
Roger Edgley, CFA
Ken Applegate, CFA, CMT
Linda Lasater, CFA
4.91%27.82%11.87%9.35%9.75%13.88%
Global Small Cap Composite
11/17/2008
JB Taylor
Ajay Krishnan, CFA
6.06%30.79%11.80%10.99%N/AN/A
Frontier Emerging Small Countries Composite
1/31/2012
Roger Edgley, CFA
Jared Whatcott, CFA
Scott Thomas, CFA, CPA
1.85%21.46%2.15%2.65%N/AN/A
Emerging Markets Select Composite
12/13/2012
Ajay Krishnan, CFA
Roger Edgley, CFA
Scott Thomas, CFA, CPA
Matthew Dreith, CFA
1.52%21.54%3.74%2.19%N/AN/A
Emerging India Composite
4/26/2011
Ajay Krishnan, CFA
Matthew Dreith, CFA
-4.58%19.72%13.48%18.63%N/AN/A
Other
World Innovators Composite
12/19/2000
Josh Stewart
Sam Stewart, CFA
1.96%27.72%12.85%12.14%11.94%12.47%
SELECT UP TO FOUR PORTFOLIOS TO Compare Selected Portfolios

Complete composite performance history and disclosures:

Emerging Markets Select Composite Presentation

Emerging Markets Small Cap Composite Presentation

Frontier Emerging Small Countries Composite Presentation

World Innovators Composite Presentation

Global Small Cap Composite Presentation

International Micro Cap Composite Presentation

International Small Cap Growth Composite Presentation

Micro Cap Growth Composite Presentation

Micro Cap Value Composite Presentation

Small Cap Core Growth Composite Presentation

Small Cap Growth Composite Presentation 

Small Cap Ultra Growth Composite Presentation

Small Cap Value Composite Presentation

Complete List of Composites

ADV Part 2

Performance figures for the latest period are preliminary and subject to change. Past performance is not indicative of future results.

The performance of the Small Cap Growth Composite prior to 12/31/94 is not in compliance with the GIPS® standards because the composite structure prior to 12/31/94 is not consistent with our current composite construction policies and procedures.  The composite prior to 12/31/94 includes include all separate accounts and mutual funds following the style except those that had significant client-initiated activity (such as cash flows or restrictions) that materially affected our ability to manage them according to the style.  In addition, the composite prior to 12/31/89 includes the equity-only portion of separate accounts managed most closely to the Small Cap Growth style.  The equity-only performance does not include cash.

CFA® is a trademark owned by CFA Institute.