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Wasatch International Opps Inv WAIOX

Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 3.08  /  +0.33 %
  • Total Assets 298.3 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 Feb 26, 2024 | 1-Day Return as of Feb 26, 2024, 11:18 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.

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.

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Portfolio Holdings WAIOX

  • 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