Wasatch-Hoisington U.S. Treasury Fund

Class No Load (WHOSX)
Scorecard
2 / 5 Stars
Lipper
5 4 1 4 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#7 in Long Government

U.S. News evaluated 12 Long Government Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -6.86 percent over the past year, 10.09 percent over the past three years, 5.38 percent over the past five years, and 6.94 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 7.9%
1 Year -6.9%
3 Years (Annualized) 10.1%
5 Years (Annualized) 5.4%
10 Years (Annualized) 6.9%

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Summary

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. It 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 and interest rates, changes in inflationary pressures, and the value of long term U.S. Treasury bonds relative to inflation.

Fees

Fees are High compared to funds in the same category.
Wasatch-Hoisington U.S. Treasury Fund has an expense ratio of 0.71 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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