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Morningstar

Wasatch International Opps Inv WAIOX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 2.96  /  +1.02 %
  • Total Assets 275.4 Mil
  • Adj. Expense Ratio
    1.960%
  • Expense Ratio 1.970%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 20%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

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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Portfolio Holdings WAIOX

More WAIOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Japan Elevator Service Holdings Co Ltd

3.42 10.6 Mil
Industrials

Bytes Technology Group PLC Ordinary Shares

3.27 10.1 Mil
Technology

JTC PLC Ordinary Shares

3.12 9.6 Mil
Financial Services

Mortgage Advice Bureau (Holdings) PLC

3.01 9.3 Mil
Financial Services

Vijaya Diagnostic Centre Ltd

2.89 8.9 Mil
Healthcare

Pro Medicus Ltd

2.87 8.8 Mil
Healthcare

YouGov PLC

2.81 8.7 Mil
Communication Services

Qualitas Controladora SAB de CV

2.80 8.6 Mil
Financial Services

Johns Lyng Group Ltd Ordinary Shares

2.80 8.6 Mil
Industrials

Hemnet Group AB

2.73 8.4 Mil
Communication Services