Wasatch Global Opportunities Fund® Investor Class
WAGOX
NASDAQ
| Weiss Ratings | WAGOX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | WAGOX-NASDAQ | Click to Compare |
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| Provider | Wasatch | |||
| Manager/Tenure (Years) | Ajay Krishnan (13), Kenneth P. Applegate (6), Paul S. Lambert (6), 1 other | |||
| Website | http://www.wasatchfunds.com | |||
| Fund Information | WAGOX-NASDAQ | Click to Compare |
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| Fund Name | Wasatch Global Opportunities Fund® Investor Class | |||
| Category | Global Small/Mid Stock | |||
| Sub-Category | Global Equity Mid/Small Cap | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Nov 17, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WAGOX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | WAGOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.60% | |||
| Asset Allocation | WAGOX-NASDAQ | Click to Compare |
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| Cash | 0.13% | |||
| Stock | 99.88% | |||
| U.S. Stock | 50.42% | |||
| Non-U.S. Stock | 49.46% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | WAGOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.45% | |||
| 30-Day Total Return | -2.69% | |||
| 60-Day Total Return | -1.80% | |||
| 90-Day Total Return | 1.63% | |||
| Year to Date Total Return | 0.93% | |||
| 1-Year Total Return | 1.86% | |||
| 2-Year Total Return | 22.87% | |||
| 3-Year Total Return | 25.59% | |||
| 5-Year Total Return | 34.64% | |||
| Price | WAGOX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WAGOX-NASDAQ | Click to Compare |
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| Nav | $4.34 | |||
| 1-Month Low NAV | $4.26 | |||
| 1-Month High NAV | $4.43 | |||
| 52-Week Low NAV | $3.58 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $5.00 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | WAGOX-NASDAQ | Click to Compare |
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| Beta | 1.31 | |||
| Standard Deviation | 20.99 | |||
| Balance Sheet | WAGOX-NASDAQ | Click to Compare |
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| Total Assets | 200.73M | |||
| Operating Ratios | WAGOX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.50% | |||
| Turnover Ratio | 32.00% | |||
| Performance | WAGOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.07% | |||
| Last Bear Market Total Return | -22.92% | |||