A stabilized management team, strong analyst support, and a solid approach give Wasatch International Opportunities a competitive advantage in the international small-cap space despite its lofty fees. Both share classes receive a Morningstar Analyst Rating of Bronze.
Will WAIOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of WAIOX’s parent organization’s priorities and whether they’re in line with investors’ interests.