0001193125-17-221853.txt : 20170705 0001193125-17-221853.hdr.sgml : 20170705 20170705140932 ACCESSION NUMBER: 0001193125-17-221853 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20170705 DATE AS OF CHANGE: 20170705 EFFECTIVENESS DATE: 20170705 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WASATCH FUNDS TRUST CENTRAL INDEX KEY: 0000806633 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-10451 FILM NUMBER: 17947287 BUSINESS ADDRESS: STREET 1: 505 WAKARA WAY STREET 2: SUITE 300 CITY: SALT LAKE CITY STATE: UT ZIP: 84108 BUSINESS PHONE: 8015330777 MAIL ADDRESS: STREET 1: 505 WAKARA WAY STREET 2: SUITE 300 CITY: SALT LAKE CITY STATE: UT ZIP: 84108 FORMER COMPANY: FORMER CONFORMED NAME: WASATCH FUNDS INC DATE OF NAME CHANGE: 19990714 FORMER COMPANY: FORMER CONFORMED NAME: WASATCH ADVISORS FUNDS INC DATE OF NAME CHANGE: 19920703 0000806633 S000000885 Wasatch Micro Cap Fund C000002503 Investor Class shares WMICX 497 1 d401252d497.htm WASATCH FUNDS TRUST Wasatch Funds Trust

WASATCH FUNDS TRUST

Supplement dated July 5, 2017 to the

Statement of Additional Information dated January 31, 2017

Investor Class

Wasatch Micro Cap Fund® - Investor Class (WMICX)

This Supplement updates certain information contained in the Wasatch Funds Statement of Additional Information (the “SAI”) for Investor Class shares dated January 31, 2017. You should retain this Supplement and the SAI for future reference. Additional copies of the SAI may be obtained free of charge by visiting our web site at www.WasatchFunds.com or calling us at 800.551.1700.

The table in the section entitled “Portfolio Managers-Management of Other Accounts and Potential Conflicts of Interest” beginning on page 57 of the SAI is hereby supplemented with the following information. The information in the table is as of July 1, 2017.

Accounts Managed by Portfolio Managers1

 

     Registered Investment  Company
Accounts2		   Other Pooled Investment
Vehicle Accounts		   Other Accounts3
Portfolio Managers          

Number  

of  

Accounts  

   Assets Managed ($)  

Number

of
Accounts

   Assets
Managed
($)		   Number  
of  
Accounts  		   Assets
Managed ($)

Wasatch Advisors, Inc.

                        

Ken Korngiebel

   1   291,610,451   -   -   1   2,281,374

1If an account is managed by a team, the total number of accounts and assets have been allocated to each respective team member. Therefore, most accounts and assets have been counted two or more times.

2Includes each series of Wasatch Funds separately. None of the Wasatch Funds charges a performance-based fee.

3For the Advisor, other accounts would include, but are not limited to, individual and institutional accounts, pension and profit sharing plans, charitable organizations and state and municipal government entities. Wrap programs, advised by the Advisor, are represented as a single account. The number of accounts and the assets managed with performance-based fees are as follows:

 

Other Accounts with Performance-Based Fees  
Portfolio Managers   Number of      
Accounts		     Assets
Managed ($)    		  

Wasatch Advisors, Inc.:

                

Ken Korngiebel

     None       None  

The table in the section entitled “Portfolio Managers-Portfolio Managers Fund Ownership” beginning on page 61 of the SAI is hereby supplemented with the following information. The information in the table is as of July 1, 2017.

 

Name of Portfolio Manager    Name of Fund   

Dollar Range of Equity

Securities in the Fund

Ken Korngiebel

    Micro Cap Fund    $0

PLEASE RETAIN THIS SUPPLEMENT FOR FUTURE REFERENCE