Wasatch International Growth Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Wasatch International Growth Fund® Investor Class WAIGX
- NAV / 1-Day Return 15.83 / −2.58 %
- Total Assets 171.3M
-
Adj. Expense Ratio
1.470%
- Expense Ratio 1.470%
- Distribution Fee Level High
- Share Class Type No Load
- Category Foreign Small/Mid Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 57%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:14 AM GMT+0
Morningstar’s Analysis WAIGX
Will WAIGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the WAIGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of WAIGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Usd | 4.43 | 7M | Cash and Equivalents |
OEM International AB Class B | 3.99 | 6M | Industrials |
Definity Financial Corp | 3.05 | 5M | Financial Services |
Lottomatica Group SpA | 3.03 | 5M | Consumer Cyclical |
Carel Industries SpA | 2.99 | 5M | Technology |
MonotaRO Co Ltd | 2.98 | 4M | Consumer Cyclical |
Diploma PLC | 2.93 | 4M | Industrials |
Halma PLC | 2.73 | 4M | Industrials |
AJ Bell PLC | 2.65 | 4M | Financial Services |
Inter & Co Inc Ordinary Shares - Class A | 2.53 | 4M | Financial Services |