Wasatch-Hoisington U.S. Treasury FundWHOSX

MUTUAL FUNDWasatch
Type
Mutual fund
Peer group
Government bond
Net assets
$113.1M
Expense ratio
0.73%
1-year return
-3.1%
3 years, a year
-5.0%
5 years, a year
-7.3%
Holdings
3

What it aims to do.

The Funds investment objective is 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.

Top 10 holdings.

Holding% of fund
United States Treasury52.72%
United States Treasury22.80%
United States Treasury22.54%

More on WHOSX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.