Wasatch Funds Honored with Lipper Awards

Wasatch Funds has announced that four of its funds received a total of six 2013 Lipper Awards, which recognize mutual funds that deliver consistently strong risk-adjusted performance relative to peers.

“These awards highlight the strength of our in-depth research to find what we believe to be the best growth companies anywhere in the world,” said Gene Podsiadlo, director of mutual funds. “We started our expansion beyond U.S. stock funds in 2000. So it’s gratifying to see that of our four award-winning funds, three were in international or global categories.”

The four Wasatch Funds that received recognition were:

• Wasatch Emerging Markets Small Cap Fund was honored as number one over both three years and five years ending December 31, 2012 among 308 and 219 emerging markets funds, respectively. Portfolio Managers Roger Edgley and Laura Geritz invest in small companies, many of which are meeting home-country consumer needs in emerging markets.
• Wasatch World Innovators Fund was also recognized as number one over both three years and five years ending December 31, 2012 among 144 and 72 global multi-cap growth funds, respectively. The fund seeks to find the most innovative growth companies worldwide, and is managed by Sam Stewart and Josh Stewart.
• Wasatch International Growth Fund received the Lipper Award for number one performance over three years ending December 31, 2012 among 111 international small/mid-cap growth funds. The fund invests in small-cap growth companies in developed and emerging markets outside of the U.S. The Fund is managed by Roger Edgley, who also received the Lipper Awards for the Wasatch Emerging Markets Small Cap Fund.
• Wasatch-Hoisington U.S. Treasury Fund earned the Lipper Award for the number one ranking over five years ending December 31, 2012 among 20 general U.S. Treasury funds. The Wasatch-Hoisington U.S. Treasury Fund seeks to provide a rate of return that exceeds the rate of inflation over a business cycle. The fund is managed by Van R. Hoisington.