About WIIOX
The Wasatch International Opportunities Fund Institutional Class is an actively managed mutual fund focused on achieving long-term growth of capital. Designed for institutional investors, the fund primarily invests in equity securities of companies located outside the United States, specifically targeting micro-cap firms with market capitalizations under $1.5 billion at the time of purchase. Employing a bottom-up, research-driven investment process, the fund seeks to identify companies with outstanding long-term growth potential within a broad and diverse international universe. With a typical portfolio size of approximately 60 to 90 holdings, the fund maintains exposure across developed and emerging markets outside the U.S., and its sector allocation often includes communication services, financials, industrials, technology, and healthcare. This diversified approach positions the fund as a unique vehicle for those seeking international small-cap growth exposure, with risk managed through careful, fundamental company analysis and portfolio construction.
Fund Family Wasatch
Category Foreign Small/Mid Growth
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol WIIOX
Share Class Institutional Class Shares
Index MSCI ACWI Ex US Small Cap ND
WIIOX had a total return of -1.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.73%.
