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.
Wasatch International Opps Inv WAIOX
NAV / 1-Day Return
3.63
/
2.94
%
Total Assets
633.7 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
2.020%
Expense Ratio
2.020%
Fee Level
High
Longest Manager Tenure
5.64
years
Category
Foreign Small/Mid Growth
Investment Style
Mid GrowthMin. Initial Investment
2,000
Status
Limited
TTM Yield
0.00%
Turnover
35%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
A promising but expensive strategy.
