WAFMX - Wasatch Frontier Emerging Small Countries Fund Investor Class Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Wasatch Frontier Emerging Small Countries Fund Investor Class Shares

Wasatch Funds Trust

150 Social Hall Avenue 4th Floor

Salt Lake City, UT 84111

800-551-1700
Management Information
Scott Thomas,Lead Manager since June 5, 2016
Scott Thomas, CFA, CPA joined Wasatch Advisors in 2012 as a senior equities analyst on the international research team. Prior to joining Wasatch, he worked as a vice president in equity research at Morgan Stanley & Co. in New York City. Prior to Morgan Stanley & Co., Mr. Thomas worked at KPMG LLP in San Francisco and New York. Mr. Thomas holds a Bachelor of Science in Accounting from Brigham Young University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryDiversified Emerging Mkts
Fund FamilyWasatch
Net Assets62.66M
YTD Return11.76%
Yield0.00%
Morningstar Rating
Inception DateJan 30, 2012

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover42.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWAFMXCategory Average
Annual Report Expense Ratio (net)2.17%1.35%
Prospectus Net Expense Ratio2.17%N/A
Prospectus Gross Expense Ratio2.31%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.04%
Max Deferred Sales LoadN/A1.15%
3 Yr Expense Projection708N/A
5 Yr Expense Projection1,223N/A
10 Yr Expense Projection2,636N/A