Wasatch Global Investors announced today that it has received four 2022 Refinitiv Lipper Fund Awards. The Refinitiv Lipper Fund Awards, granted annually, highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
“We are honored to receive these awards for outstanding fund performance,” said Eric Bergeson, President of Wasatch Global Investors. “This recognition highlights the strength of our collaborative process and our team.”
The following Wasatch Funds received awards:
2022 Refinitiv Lipper Fund Award Winners | ||||
| Fund | Lipper Category | Time Period | Share Class Count | Portfolio Count |
| Wasatch Emerging Markets Select (WIESX – Institutional Class) | Emerging Markets | 3 Years | 626 | 185 |
| Wasatch Global Opportunities (WIGOX – Institutional Class) | Global Small/Mid Cap | 5 Years | 98 | 29 |
| Wasatch Small Cap Value (WMCVX – Investor Class) | Small Cap Core | 10 Years | 465 | 186 |
| Wasatch Micro Cap (WMICX – Investor Class) | Small Cap Growth | 10 Years | 429 | 149 |
Other share classes may have different performance characteristics. Past performance does not guarantee future results.
About Wasatch Global Investors
Wasatch Global Investors is a 100% employee-owned investment manager founded in 1975 and headquartered in Salt Lake City, Utah. Named after the nearby Wasatch Mountain Range, the firm brings unparalleled experience to U.S. and international micro-, small- and mid-cap investing with a culture that emphasizes collaboration, excellence and intellectual curiosity. Wasatch had $39.5 billion in assets under management as of December 31, 2021. Wasatch Global Investors is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
Risks
Mutual fund investing involves risks and loss of principal is possible. Investing in small or micro cap funds will be more volatile and loss of principal could be greater than investing in large cap or more diversified funds. Investing in foreign securities, especially in emerging markets, entails special risks such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus. Non-diversification increases the risk of loss to the Fund if the value of these securities decline. The investment objective of the Funds is long-term growth of capital.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, containing this and other information, visit wasatchglobal.com or call (800) 551-1700. Please read it carefully before investing.
Wasatch Funds are distributed by ALPS Distributors, Inc. (ADI). Eric Bergeson is a registered representative of ADI. ADI is not affiliated with Wasatch Global Investors.