WAIOX - Wasatch International Opps Inv

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Wasatch International Opps Inv

Wasatch Funds Trust

150 Social Hall Avenue 4th Floor

Salt Lake City, UT 84111

Management Information
Linda Lasater,Lead Manager since June 5, 2016
Linda Lasater, CFA joined Wasatch Advisors in 2006 as a senior equities analyst on the international research team. Prior to joining Wasatch, Ms. Lasater worked as an investment applications project lead with AIM Investments. Ms. Lasater earned a Master of Business Administration from the Tuck School of Business at Dartmouth, and a Bachelor of Business Administration in Management Information Systems from the University of Texas.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryForeign Small/Mid Growth
Fund FamilyWasatch
Net Assets475.72M
YTD Return-7.18%
Morningstar Rating★★★★
Inception DateJan 26, 2005

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover36.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWAIOXCategory Average
Annual Report Expense Ratio (net)2.10%1.38%
Prospectus Net Expense Ratio2.24%N/A
Prospectus Gross Expense Ratio2.24%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.54%
Max Deferred Sales LoadN/A1.32%
3 Yr Expense Projection700N/A
5 Yr Expense Projection1,199N/A
10 Yr Expense Projection2,573N/A