Wasatch Global Opportunities Fund

Frequently Asked Questions About WIGOX

What does WIGOX invest in?

This fund primarily allocates its capital to smaller, emerging companies across both international and domestic markets. Its portfolio is chiefly composed of equity instruments, typically common shares, issued by these global and local businesses. The investment strategy allows for a substantial concentration of assets within a select few industry sectors. Historically, these focused areas have included consumer discretionary, financial services, healthcare, industrials, and information technology.

What is the expense ratio of WIGOX?

Wasatch Global Opportunities Fund (WIGOX) charges an expense ratio of 1.35%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WIGOX?

Wasatch Global Opportunities Fund (WIGOX) manages $155.8M 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 WIGOX actively managed or an index fund?

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

When was WIGOX launched?

Wasatch Global Opportunities Fund (WIGOX) launched in February 2016 and is managed by the fund issuer.

How has WIGOX performed?

WIGOX'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.