Morningstar will cease full analyst coverage of Wasatch International Opportunities on or about Aug. 25, 2024, so our analysts can spend more time researching other strategies. In the future, this strategy will receive an algorithmically assigned Morningstar Medalist Rating. Users should form their own views on this strategy or obtain financial advice.
Wasatch International Opps Inv WAIOX
- NAV / 1-Day Return 3.14 / +1.62 %
- Total Assets 256.5 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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JTC PLC Ordinary Shares | 3.26 | 9.6 Mil | Financial Services |
ATOSS Software AG | 3.14 | 9.3 Mil | Technology |
Sigmaxyz Holdings Inc | 3.09 | 9.1 Mil | Industrials |
Johns Lyng Group Ltd Ordinary Shares | 2.93 | 8.7 Mil | Industrials |
Leeno Industrial Inc | 2.91 | 8.6 Mil | Technology |
Vijaya Diagnostic Centre Ltd | 2.85 | 8.4 Mil | Healthcare |