4 / 5 Stars
4 2 3 1 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#20 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 13.11 percent over the past year, 10.11 percent over the past three years, and 27.75 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.7%|
|3 Years (Annualized)||10.1%|
|5 Years (Annualized)||27.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests primarily in foreign micro cap companies. It will invest the fund's assets in equity securities of foreign companies with market capitalizations of less than US$1 billion at the time of purchase. The fund 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. It may invest a large percentage of its assets in a few sectors, including industrials, consumer discretionary, information technology, materials, consumer staples.
Fees are High compared to funds in the same category.
Wasatch International Opportunities Fund has an expense ratio of 2.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.