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Wasatch International Opps Inv WAIOX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Wasatch Investment Hub

Morningstar’s Analysis WAIOX

Will WAIOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WAIOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WAIOX 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 WAIOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still an appealing foreign small-growth vehicle for patient and risk-tolerant investors.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Wasatch International Opportunities' attractive features are still intact. The strategy remains a worthy vehicle for investors who are seeking exposure to small-growth stocks overseas and who have long time horizons as well as ample tolerance for rough spells.

by William Samuel Rocco
Rated on Published on

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