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Wasatch International Growth Instl (WIIGX)
21.44
-0.12
(-0.56%)
As of 8:07:22 AM EDT. Market Open.
Fund Summary
The fund invests primarily in foreign growth companies. It will invest its assets in the equity securities, typically common stock, of small foreign companies. The fund may invest a large percentage of its assets in a few sectors. These sectors were industrials, information technology, financials, health care, communication services, and consumer staples.
Wasatch International Growth Instl
Salt Lake City, UT 84111
150 Social Hall Avenue 4th Floor
Fund Overview
| Category | Foreign Small/Mid Growth |
| Fund Family | Wasatch |
| Net Assets | 197.89M |
| YTD Return | -0.92% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 28, 2002 |
Fund Operations
| Last Dividend | 0.00 |
| Last Cap Gain | 36.00 |
| Holdings Turnover | 34.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | WIIGX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 1.36% | 1.30% |
| Prospectus Net Expense Ratio | 1.36% | -- |
| Prospectus Gross Expense Ratio | 1.38% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.37% |
| Max Deferred Sales Load | -- | 1.33% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Kenneth P. Applegate, Lead Manager since January 31, 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
Morningstar Category
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