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All Wasatch Funds are open except International Opportunities (unless directly from Wasatch)


  • Which of these funds should I look at now that they're open?
  • edited March 2020

    From the 1/31/2020 prospectus:

    Open/Closed Status of Funds. The Emerging India Fund, Emerging Markets Select Fund, Emerging Markets Small Cap Fund, Frontier Emerging Small Countries Fund, Global Opportunities Fund, Global Select Fund, Global Value Fund, International Select Fund, Micro Cap Fund, Micro Cap Value Fund, Small Cap Value Fund, Ultra Growth Fund, and U.S. Treasury Fund are each open to investors.

    The Core Growth Fund, International Growth Fund, International Opportunities Fund and Small Cap Growth Fund are each closed to new purchases, except purchases by new or existing shareholders purchasing directly from Wasatch Funds, existing shareholders purchasing through intermediaries, and current and future shareholders purchasing through financial advisors and retirement plans with an established position in the Fund. Fund officers may waive or revise the conditions of a closed fund for an intermediary depending on its ability to systematically apply the conditions .
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