- What does WAISX invest in?
- The fund's primary objective is to achieve sustained capital appreciation over the long term. It predominantly invests in non-U.S. companies across the full spectrum of market capitalizations. Under typical market conditions, the fund primarily allocates its assets to equity securities, usually common stock, issued by businesses economically tied to developed international markets. These are defined as countries within the MSCI EAFE Index at the time of investment, with the explicit exclusion of the United States. A substantial portion of the fund's capital may be concentrated in a specific region or market, including areas such as Asia, India, Japan, Europe, and the United Kingdom. This investment vehicle is non-diversified.
- What is the expense ratio of WAISX?
- Wasatch International Select Fund Investor Class (WAISX) charges an expense ratio of 1.30%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is WAISX?
- Wasatch International Select Fund Investor Class (WAISX) manages $3.8M 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 WAISX actively managed or an index fund?
- WAISX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (WAISX's is 1.30%) because there's no security selection cost.
- When was WAISX launched?
- Wasatch International Select Fund Investor Class (WAISX) launched in October 2019 and is managed by the fund issuer.
- How has WAISX performed?
- WAISX'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.
