Mutual Funds - Profile

Wasatch International Opportunities Fund

INT > Small-Cap > Growth

Rank

Universe Rank
42 41

Summary

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on foreign micro-capitalization companies.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on companies that exhibit above-average potential for growth in revenue and earnings.

The team also visits companies More

Price

  • Last Close
  • $5.27
    +0.1
  • 52 Week HL
  • $5.65 - $4.53
  • Net Assets
  • $803 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Esker S.A. 2.6
Metropolis Healthcare 2.4
Avon Rubber 2.4
LEENO Industrial, 2.3
Aavas Financiers 2.3
Company Holding
Aavas Financiers 2.2
Qualitas Controladora 2.1
Japan Elevator 2.0
Avant Corp. 1.9
Future Plc 1.9
Total 22.1%

Manager

  • Name
  • Linda Lasater
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
1.7 % YTD

  • 3 Year
  • 66.59%
  • 5 Year
  • 82.97%
  • Best
  • 75.04%
    2009
  • Worst
  • -54.73%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
WAIOX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -2.1% -18.8% 13.5% 1.7% 7.2% 2.1% 5.2% 2.8% 11.3% 16.9% -
Q2 4.3% 32.7% 7.3% 1.1% 8% 1.4% 3.2% 4% -2.5% -4.7% -
Q3 -0.6% 15.4% -0.8% 2.6% 2.7% 10.7% -5.8% - 5% 8.6% -
Q4 0.2% 11.6% 5.4% -16.8% 7.1% -9% 7.1% -3.6% 4.4% 6.6% -

Returns +
M

J F M A M J J A S O N D
2021 -0.4% 0.6% -2.3% 5.3% -1.7% 0.8% 0.2% 4% -4.5% 0.2% - -
2020 -0.5% -5.1% -13.9% 14.9% 10.6% 4.4% 5.5% 7.8% 1.5% - 6.9% 4.4%

Annual Return

Index Comparison

Alpha

NAV