4 / 5 Stars
4 4 3 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#19 in Foreign Small/Mid Growth
U.S. News evaluated 34 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 27.08 percent over the past year, 10.36 percent over the past three years, and 24.64 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||18.7%|
|3 Years (Annualized)||10.4%|
|5 Years (Annualized)||24.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund primarily invests in equity securities of foreign companies with market capitalizations of less than US$1 billion at the time of purchase. It may invest a significant amount of its total assets (20% to 70% under normal market conditions) at the time of purchase in securities issued by companies domiciled in emerging markets. The fund may invest a large percentage of its assets in a few sectors, including industrials, consumer discretionary, information technology, materials, consumer staples, energy, financials and health care. It may also invest in initial public offerings (IPOs).
Fees are Above Average compared to funds in the same category.
Wasatch International Opportunities Fund has an expense ratio of 2.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.