About FMIEX
Wasatch Global Value Fund Investor Class Shares is a mutual fund focused on providing both capital appreciation and income through investments in a diversified portfolio of global equities. The fund typically holds a concentrated selection of 25 to 40 stocks, with an emphasis on companies trading below their long-term intrinsic value. At least 40% of the portfolio is invested in companies outside the United States, offering broad international exposure across developed and emerging markets. The selection process is fundamentally driven, utilizing robust quantitative screening, detailed financial modeling, and thorough business segment analysis to assess growth and profitability characteristics of each holding. The fund primarily targets large-cap companies with market capitalizations exceeding $5 billion, spanning sectors such as healthcare, utilities, financials, and industrials. By maintaining a high-conviction, value-oriented strategy, Wasatch Global Value Fund plays a significant role in global large-stock value portfolios, appealing to investors seeking diversified, fundamentally selected global equity exposure with a disciplined approach to risk management and portfolio construction.
Fund Family Wasatch
Category World Large-Stock Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol FMIEX
Share Class Investor Class Shares
Index MSCI AC World NR USD
FMIEX had a total return of 23.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.68%.
