Development
Wasatch Global Opportunities Fund® Institutional Class
WIGOX
NASDAQ
| Weiss Ratings | WIGOX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | WIGOX-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 | WIGOX-NASDAQ | Click to Compare |
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| Fund Name | Wasatch Global Opportunities Fund® Institutional Class | |||
| Category | Global Small/Mid Stock | |||
| Sub-Category | Global Equity Mid/Small Cap | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Feb 01, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | 5,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WIGOX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | WIGOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.53% | |||
| Asset Allocation | WIGOX-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 | WIGOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -4.06% | |||
| 30-Day Total Return | -7.17% | |||
| 60-Day Total Return | -13.20% | |||
| 90-Day Total Return | -8.02% | |||
| Year to Date Total Return | -8.02% | |||
| 1-Year Total Return | 1.49% | |||
| 2-Year Total Return | 16.14% | |||
| 3-Year Total Return | -4.95% | |||
| 5-Year Total Return | 96.31% | |||
| Price | WIGOX-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 | WIGOX-NASDAQ | Click to Compare |
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| Nav | $4.01 | |||
| 1-Month Low NAV | $3.98 | |||
| 1-Month High NAV | $4.27 | |||
| 52-Week Low NAV | $3.98 | |||
| 52-Week Low NAV (Date) | Mar 13, 2025 | |||
| 52-Week High NAV | $5.06 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | WIGOX-NASDAQ | Click to Compare |
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| Beta | 1.16 | |||
| Standard Deviation | 23.29 | |||
| Balance Sheet | WIGOX-NASDAQ | Click to Compare |
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| Total Assets | 193.30M | |||
| Operating Ratios | WIGOX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.35% | |||
| Turnover Ratio | 32.00% | |||
| Performance | WIGOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.28% | |||
| Last Bear Market Total Return | -22.94% | |||