Wasatch-Hoisington US Treasury (WHOSX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Reports available for WHOSX at this time.
|Symbol||% Assets||YTD Return %|
|US Treasury Bond 4.5%||6.99||N/A|
|US Treasury Bond 3.5%||5.76||N/A|
|U S Treas Bd Stripped Prin Pmt||5.59||N/A|
|US Treasury Bond 3.125%||4.35||N/A|
|US Treasury Bond 4.25%||2.71||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.71%|
Performance & Risk
|5y Avg Return:||5.38%|
|Rank in Category (ytd):||17|
|% Rank in Category (ytd):||68%|
|Morningstar Risk Rating:||4|
The investment seeks to provide a rate of return that exceeds the rate of inflation over a business cycle by investing in U.S. Treasury securities with an emphasis on both income and capital appreciation.
The fund typically invests at least 90% of the fund's total assets in U.S. Treasury securities and in repurchase agreements collateralized by such securities. It adjusts the average maturity and effective duration of the fund's portfolio based on HIMCO's assessment of multi-year trends in national and international economic conditions and interest rates, changes in inflationary pressures, and the value of long term U.S. Treasury bonds relative to inflation. View More