Wasatch Global Opportunities Fund® (WAGOX) 

The Global Opportunities Fund focuses on identifying great companies of all sizes throughout the world.

About This Fund

Current Share Price (NAV):$3.54 as of 09/20/19
0.57% (Daily % Change)
Total Assets:
(All Classes)
$125.5 (million) as of 09/20/19
Expense Ratio:Gross 1.55% / Net 1.55%
The Advisor has contractually agreed
to limit expenses to 1.75% through
at least 1/31/2020.
Sales Charge:None—This is a no-load fund
Investment Minimum:$2,000

Average Annual Total Returns

as of 08/31/19
Global Opportunities Fund-1.02%8.41%12.02%16.04%
MSCI AC World Small Cap Index-8.84%4.62%9.55%12.78%

Growth of a Hypothetical $10,000 Investment

Global Opportunities Fund $35,263.00
MSCI AC World Small Cap Index $29,643.00
6/30/2009 to 6/30/2019

The graph above does not reflect the deduction of fees, sales charges, or taxes that you would pay on fund distributions or the redemption of fund shares. Wasatch does not charge any sales fees.

Data shows past performance, which is not indicative of future performance. Current performance may be lower or higher than the data quoted. To obtain the most recent month-end performance data available, please click on the “Performance” tab of the individual fund under the “Our Funds” section. The Advisor may absorb certain Fund expenses, without which total return would have been lower. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost.

Wasatch Funds will deduct a 2.00% redemption proceeds fee on Fund shares held 60 days or less. Performance data does not reflect the deduction of fees, including sales charges, or the taxes you would pay on fund distributions or the redemption of fund shares. Fees and taxes, if reflected, would reduce the performance quoted. Wasatch does not charge any sales fees. For more complete information including charges, risks and expenses, read the prospectus carefully.

Wasatch Funds are subject to risks, including loss of principal.

Investing in small or micro cap funds will be more volatile and loss of principal could be greater than investing in large cap or more diversified funds.

Investing in foreign securities, especially in emerging markets, entails special risks, such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus.

The MSCI AC World Small Cap Index is an unmanaged index and includes reinvestment of dividends of issuers located in countries throughout the world representing developed and emerging markets.


You cannot invest directly in indexes.

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