| 17.14 Net Asset Value | -0.23% 1 Day | -5.09% Year-to-Date | Overall Morningstar Rating |
| Long government Style or Category | No Load Sales Expenses | 0.72% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -5.41% | 3 years | +10.76% | |
| 3 months | +1.33% | 5 years | +10.24% | |
| 1 year | -5.49% | Since inception | +8.58% |
| WHOSX | Category | |
|---|---|---|
| Performance 5-yr return | +10.24% | +8.82% |
| Expense ratio | 0.72% | 0.82% |
| Risk 5 year sharpe ratio | 0.63 | 0.69 |
| Net assets | $266.9M | $587.9M |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 13% | 13% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Wasatch |
| Fund manager & tenure | Van Hoisington / 16 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $2,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- U S Treas Bd Stripped Prin Pmt | 13.21% |
| -- U S Treas Bd Stripped Prin Pmt | 12.58% |
| -- US Treasury Bond 3.125% | 11.97% |
| -- U S Treas Bd Stripped Prin Pmt | 10.83% |
| -- U S Treas Bd Stripped Prin Pmt | 6.37% |
| -- US Treasury Bond 4.5% | 5.41% |
| -- US Treasury Bond 2.75% | 5.22% |
| -- U S Treas Bd Stripped Prin Pmt | 4.52% |
| -- US Treasury Bond 3.5% | 4.48% |
| -- US Treasury Bond 4.25% | 3.61% |
.
