WHOSX Mutual Fund

WHOSX Mutual Fund (Wasatch-Hoisington US Treasury Fund Investor Class) is managed by Wasatch Global Investors with $99.7M in net assets. WHOSX expense ratio is 0.73%, holding 2 positions across sectors including Financials. Inception date: 1986-12-08.

WHOSX performance shows a YTD return of 0.20%. The 1-year return is 2.81% and the 5-year return is -9.32%. WHOSX dividend yield stands at 3.96%, paid quarterly.

WHOSX top holdings include United States Treasury 0.00 08/06/2026 (80.2%), Us Treasury N/B 3.38% 02/29/2028 3.38 (16.1%). Go to all WHOSX holdings, WHOSX sectors, or WHOSX dividends.

WHOSX can be compared against other funds. Use WHOSX overlap to find shared positions, or WHOSX vs another fund for a side-by-side view. WHOSX alternatives are available via the screener, along with tax-loss harvesting opportunities.