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Wasatch International Growth Investor (WAIGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.34+0.24 (+1.09%)
As of 08:06AM EDT. Market open.

Wasatch International Growth Investor

Salt Lake City, UT 84111

150 Social Hall Avenue 4th Floor

Wasatch Funds Trust

Management Information
Kenneth P. Applegate,Lead Manager since January 30, 2016
Ken Applegate, CFA, CMT has been a portfolio manager of the Global Select Fund since October 1, 2019, has been a lead portfolio manager of the International Select Fund since October 1, 2019, has been the lead portfolio manager of the International Growth Fund since January 31, 2019 and a portfolio manager of the International Growth Fund since 2016. He has been a portfolio manager for the Global Opportunities Fund since January 31, 2019. Mr. Applegate completed his Bachelor of Management studies at the University of Waikato in New Zealand.
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

CategoryForeign Small/Mid Growth
Fund FamilyWasatch
Net Assets383.36M
YTD Return-3.81%
Yield0.00%
Morningstar Rating★
Inception DateJun 27, 2002

Fund Operations

Last Dividend0.01
Last Cap Gain16.00
Holdings Turnover31.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWAIGXCategory Average
Annual Report Expense Ratio (net)1.41%1.30%
Prospectus Net Expense Ratio1.41%N/A
Prospectus Gross Expense Ratio1.41%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A