3 / 5 Stars
5 4 3 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#19 in Foreign Small/Mid Growth
U.S. News evaluated 35 Foreign Small/Mid Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.01 percent over the past year, 11.95 percent over the past three years, 20.18 percent over the past five years, and 10.60 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-1.1%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||20.2%|
|10 Years (Annualized)||10.6%|
The investment seeks long-term growth of capital. The fund invests primarily in foreign growth companies. It will invest the fund's assets in the equity securities of foreign companies with market capitalizations of less than US$5 billion at the time of purchase. The fund may invest a significant amount of its total assets (5% to 70% under normal market conditions) at the time of purchase in securities issued by companies domiciled in emerging markets. It may invest a large percentage of its assets in a few sectors, including consumer discretionary, financials, industrials, information technology, consumer staples, health care and energy.
Fees are Below Average compared to funds in the same category.
Wasatch International Growth Fund has an expense ratio of 1.49 percent.
Risk is Average compared to funds in the same category according to Morningstar.