Wasatch-Hoisington U.S. Treasury Fund
WHOSX
NASDAQ
Rating
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Risk
Fund Information
Fund Type
Category
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Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Performance
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Company Information
Provider
Wasatch
Manager/Tenure
(Years)
(Years)
Van Robert Hoisington (28), Van R. Hoisington (9), David M. Hoisington (9)
Website
Address
Wasatch Funds Inc
Milwaukee WI -
Milwaukee WI -
Country
United States
Phone Number
800-551-1700
Investment Strategy
The investment seeks 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. The fund typically invests at least 90% of the fund's total assets in U.S. Treasury securities and in repurchase agreements collateralized by such securities. The adviser adjusts the average maturity and effective duration of the fund's portfolio based on HIMCO's assessment of multi-year trends in national and international economic conditions.