Development
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) | 0.53% | |||
| Asset Allocation | WAGOX-NASDAQ | Click to Compare |
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| Cash | 6.13% | |||
| Stock | 93.87% | |||
| U.S. Stock | 53.57% | |||
| Non-U.S. Stock | 40.30% | |||
| 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 | -4.12% | |||
| 30-Day Total Return | -7.27% | |||
| 60-Day Total Return | -13.18% | |||
| 90-Day Total Return | -8.13% | |||
| Year to Date Total Return | -8.13% | |||
| 1-Year Total Return | 1.25% | |||
| 2-Year Total Return | 15.76% | |||
| 3-Year Total Return | -5.44% | |||
| 5-Year Total Return | 95.18% | |||
| 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 | $3.95 | |||
| 1-Month Low NAV | $3.93 | |||
| 1-Month High NAV | $4.21 | |||
| 52-Week Low NAV | $3.93 | |||
| 52-Week Low NAV (Date) | Mar 13, 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 | 1.16 | |||
| Standard Deviation | 23.21 | |||
| Balance Sheet | WAGOX-NASDAQ | Click to Compare |
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| Total Assets | 193.30M | |||
| 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% | |||