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Wasatch International Growth Fund – WAIGX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
27.64-0.05 (-0.18%)25.58 - 29.150.0

Market data as of 6:06PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - WAIGX

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, consumer staples, energy, financials, health care, industrials, information technology and materials.

Growth of $10,000 (10 Years)

Total Return11.61%
Yield (Trailing 12 Mo.)0.02%
Expense Ratio1.46%
Front LoadNone
Deferred LoadNone
Minimum Investment$2,000
Management Tenure9 Years
Fund Inception06/28/2002

Trailing Total Returns - WAIGX

as of 02/28/2015
TimeframeWAIGXS&P 500Foreign Small/Mid Growth
1 Month7.15%5.75%5.38%
3 Month3.67%2.31%3.94%
1 Year-3.66%15.51%-2.56%
3 Year11.42%18.00%10.95%
5 Year14.54%16.18%11.48%
10 Year8.95%7.99%7.60%
Since Inception11.61%10.71%--

Sector Allocation - WAIGX

as of 02/28/2015
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - WAIGX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$1.32B
Total Stock Holdings76
Total Bond Holdings0

Top Ten Holdings - WAIGX

as of 02/28/2015
CompanyYTD Return% of Assets
Vitasoy International Holdings Ltd1.43%2.53%
CALBEE Inc16.67%2.48%
Domino's Pizza Enterprises Ltd29.06%2.32%
COSMOS Pharmaceutical Corporation--2.11%
International Container Terminal Services Inc-7.41%2.07%
Merida Industry Co Ltd--2.04%
Amara Raja Batteries Ltd--2.04%

Valuation & Growth - WAIGX

as of 02/28/2015
ValuationWAIGXCategory Range
Price/Cash Flow18.18
Dividend Yield1.36
LT Earnings13.66
Historical Earnings20.68
Sales Growth11.27
Cash-Flow Growth11
Book-Value Growth13.78
Key:  Lo 

Morningstar Summary - WAIGX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Key:  Lo 

Tax Analysis - WAIGX, 3 Year Avg

Pretax Return11.42%
Tax-adjusted Return11.09%
Tax Cost Ratio0.29%
Potential Cap Gains17.60%

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