Wasatch Global Opportunities Fund

Frequently Asked Questions About WAGOX

What does WAGOX invest in?

This fund aims to achieve significant wealth accumulation over the long term. It primarily invests in the stock of small and micro-cap companies, encompassing both international and domestic enterprises. Specifically, its portfolio includes equity securities of businesses, both foreign and domestic, that had a market capitalization of under US$5 billion at the time of their purchase. The fund has the discretion to concentrate a substantial portion of its assets within a limited number of sectors, including but not limited to consumer discretionary, consumer staples, financial services, healthcare, industrials, and information technology.

What is the expense ratio of WAGOX?

Wasatch Global Opportunities Fund (WAGOX) charges an expense ratio of 1.48%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WAGOX?

Wasatch Global Opportunities Fund (WAGOX) manages $155.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WAGOX actively managed or an index fund?

WAGOX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WAGOX launched?

Wasatch Global Opportunities Fund (WAGOX) launched in November 2008 and is managed by the fund issuer.

How has WAGOX performed?

WAGOX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.