Morningstar

Wasatch International Opportunities Fund® Institutional Class WIIOX

Morningstar Medalist Rating
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Medalist Rating as of See Wasatch Investment Hub
  • NAV / 1-Day Return$1.95  /  +0.51%
  • Fund Size$24.9M
  • Adjusted Expense Ratio1.750%
  • Net Expense Ratio1.990%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryForeign Small/Mid Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio25%
NAV and 1-Day Return as of

Morningstar’s Analysis WIIOX

Will WIIOX outperform in the 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 WIIOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WIIOX 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 WIIOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wasatch International Opps Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings WIIOX

More WIIOX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cartrade Tech Ltd Common Stock Inr10.0

3.23903,274
—

Mildef Group AB Ordinary Shares

3.13876,644
Industrials

Optima bank SA

3.06857,380
Financial Services

Next Generation Technology Group Inc

2.81786,959
Financial Services

Semcns Co Ltd Ordinary Shares

2.73764,217
Technology

Plover Bay Technologies Ltd Shs Reg S

2.48695,117
Technology

FRP Advisory Group PLC Ordinary Shares

2.45684,526
Financial Services

Tasmea Ltd Ordinary Fully Paid

2.44681,693
Industrials

Premium Group Co Ltd Ordinary Shares

2.40670,659
Financial Services

Elixirr International PLC Ordinary Shares

2.34654,658
Industrials

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