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Wasatch Global Opportunities Investor (WAGOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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4.0300-0.0600 (-1.47%)
At close: 08:00PM EDT

Wasatch Global Opportunities Investor

Salt Lake City, UT 84111

150 Social Hall Avenue 4th Floor

Wasatch Funds Trust

Management Information
Paul S. Lambert,Lead Manager since January 30, 2019
Paul Lambert joined Wasatch Advisors as an analyst in 2000. From 1999 until joining the Advisor, Mr. Lambert worked for Fidelity Investments. Mr. Lambert holds a Bachelor of Science in Finance from the University of Utah. He was a founding member of the University of Utah's investment club.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Small/Mid Stock
Fund FamilyWasatch
Net Assets202.07M
YTD Return-0.69%
Yield0.00%
Morningstar Rating★★★★
Inception DateJan 31, 2016

Fund Operations

Last Dividend0.00
Last Cap Gain16.00
Holdings Turnover30.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWAGOXCategory Average
Annual Report Expense Ratio (net)1.36%1.26%
Prospectus Net Expense Ratio1.36%N/A
Prospectus Gross Expense Ratio1.40%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.21%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A