Wasatch International Opportunities
Wasatch Funds Inc P.O. Box 2172 Milwaukee, WI 53201-2172
Phone: 800-551-1700
| Category: |
Foreign Small/Mid Growth |
| Fund Family: |
Wasatch |
| Net Assets: |
117.55M |
| Year-to-Date Return: |
-2.33% |
| Yield: |
0.95% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
27-Jan-05 |
|
Roger Edgley
Lead Manager since
22-Nov-05 |
|
| Edgley has been a portfolio manager on the research team for the Wasatch International Growth Fund since January 2006 and the Wasatch International Opportunities Fund since 2005. Prior to joining Wasatch Advisors, he was a principal, director of international research and portfolio manager for Liberty Wanger Asset Management in Chicago. Edgley joined Wanger Asset Management as an equities analyst in 1994. Edgley holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$2,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$1,000 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks long-term growth of capital. The fund primarily invests in securities issued by foreign companies in developed markets that have market capitalizations of less than $1 billion. It may invest 20% to 50% of assets in securities issued by companies in emerging markets. Normally, the fund invests in at least five of the countries included in the MSCI AC World Ex-U.S.A. Small Cap index. |
| Last Dividend
(18-Dec-09):
|
0.02 |
| Last Cap Gain
(28-Dec-07):
|
0.53 |
| Annual Holdings Turnover
|
69.00% |
| Average for Category:
|
98.05% |
|
| Expense |
WAIOX |
Category
Avg |
| Total Expense Ratio: |
2.25%
|
1.63% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.42% |
| Max Deferred Sales Load: |
%
|
2.65% |
| 3 Yr Expense Projection*: |
$763 |
$689 |
| 5 Yr Expense Projection*: |
$1,324 |
$1,102 |
| 10 Yr Expense Projection*: |
$2,853 |
$2,179 |
|
|
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