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Wasatch International Opps Instl (WIIOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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3.0200-0.0300 (-0.98%)
At close: 08:01PM EDT

Wasatch International Opps Instl

Salt Lake City, UT 84111

150 Social Hall Avenue 4th Floor

Wasatch Funds Trust

Management information
,Lead manager since 30 January 2020
Dan Chace, CFA Mr. Chace joined Wasatch Advisors in 2003 and has over 21 years of experience in the investment management industry. Prior to joining Wasatch, Mr. Chace earned a Master of Business Administration from Harvard Business School. Before entering business school in 2000, he worked in New York City as an equities analyst following Latin American financial institutions at J.P. Morgan Securities Inc. From 1999 to 2000, he was the lead Latin American financial institutions analyst at SG Cowen Securities Corporation. Mr. Chace received a Bachelor of Arts in Cultural Anthropology from Pomona College.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Small/Mid Growth
Fund familyWasatch
Net assets293.78M
YTD return-0.63%
Yield0.00%
Morningstar rating★★
Inception date31 Jan 2016

Fund operations

Last dividendN/A
Last cap gain-3.00
Holdings turnover20.00%
Average for categoryN/A

Fees and expenses

ExpenseWIIOXCategory average
Annual report expense ratio (net)1.92%1.30%
Prospectus net expense ratio1.92%N/A
Prospectus gross expense ratio1.92%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A