About WAGOX
The Wasatch Global Opportunities Fund Investor Class is a mutual fund focused on achieving long-term capital growth by investing primarily in small and micro-cap companies across both domestic and international markets. The fund employs a bottom-up, fundamental research-driven approach, carefully selecting companies with a market capitalization of less than $5 billion at the time of purchase. It features a diversified portfolio, typically holding between 50 and 80 positions, and includes developed and emerging market companies with high conviction from the Wasatch team. Sectors commonly represented in the fund include healthcare, technology, industrials, financial services, and consumer goods. The fund is actively managed by an experienced, collaborative team that integrates ideas from other Wasatch small-cap strategies to form a "Best of Wasatch" portfolio. Since its inception in 2008, the Wasatch Global Opportunities Fund Investor Class has aimed to offer investors exposure to innovative and growth-oriented companies worldwide, reflecting Wasatch's deep expertise in identifying opportunities within the global small- and mid-cap space.
Fund Family Wasatch
Category World Small/Mid Stock
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol WAGOX
Share Class Investor Class Shares
Index MSCI All Country World Small Cap NR
WAGOX had a total return of -7.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 22.39%.
