5 / 5 Stars
5 5 4 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#99 in World Stock
U.S. News evaluated 306 World Stock 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 16.47 percent over the past year, 11.52 percent over the past three years, and 24.53 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||24.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests its assets in equity securities (including common stock, preferred stock and securities convertible into common stock) of foreign and domestic companies with market capitalizations of less than US$5 billion at the time of purchase. It will typically invest in securities issued by companies domiciled in at least three countries, including the United States. The fund may also invest a significant portion of its total assets in micro cap companies with market capitalizations below US$1 billion (up to 90% under normal market conditions).
Fees are Above Average compared to funds in the same category.
Wasatch Global Opportunities Fund has an expense ratio of 1.80 percent.
Risk is Average compared to funds in the same category according to Morningstar.