Mutual Fund Insights: Wasatch International Growth Fund (WAIGX)

In-depth Analysis of Wasatch International Growth Fund (WAIGX)

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See Wasatch International Growth Fund (WAIGX) performance details as of February 28, 2010

  

Last Trade: $15.54 on 3/19/2010, Change: -0.04 (-0.26%)

  

Fund Manager - Roger Edgley

Fund Manager Tenure: 4.1 years   [Similar Funds: WAIOX ]
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

Roger Edgley has been a portfolio manager on the research team for the Wasatch International Growth Fund since January 2006 and the Wasatch International Opportunities Fund since 2005. Prior to joining Wasatch Advisors, Roger Edgley was a principal, director of international research and portfolio manager for Liberty Wanger Asset Management in Chicago. Roger Edgley joined Wanger Asset Management as an equities analyst in 1994. Roger Edgley holds the Chartered Financial Analyst designation.  Get more insights on Roger Edgley

  

 What we like about Wasatch International Growth Fund (WAIGX)

Data for Wasatch International Growth Fund (WAIGX) as of February 28, 2010

• Wasatch International Growth Fund (WAIGX) management has been with Wasatch International Growth Fund for 4.1 years
• Wasatch International Growth Fund (WAIGX) has good short-term performance (1-year return 90.13% vs 67.13 % Foreign Small/Mid Growth category average)
• Wasatch International Growth Fund (WAIGX) ratio of up-years vs down years is greater than 2
• Wasatch International Growth Fund (WAIGX) has an annual stock turnover rate of 56.00% vs Foreign Small/Mid Growth average of 110.50%. It is good that Wasatch International Growth management does not trade extensively for its return.
• Wasatch International Growth Fund (WAIGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Wasatch International Growth Fund (WAIGX)

Data for Wasatch International Growth Fund (WAIGX) as of February 28, 2010

• Wasatch International Growth Fund (WAIGX) has a less-than-ideal mid-term performance (3-year return -7.47% vs -7.91 % Foreign Small/Mid Growth category average)
• Wasatch International Growth Fund (WAIGX) has a less-than-ideal Long-term performance (5-year return 3.64% vs 4.25 % Foreign Small/Mid Growth category average)
• Wasatch International Growth Fund (WAIGX) has a Morningstar rating of 3 and below
• Wasatch International Growth Fund (WAIGX) is more volatile than its peers as it has a 3-year Standard Deviation of 30.61 that is higher than category average of 27.91
• Wasatch International Growth Fund (WAIGX) has a higher management fee of 1.94% than its Foreign Small/Mid Growth average of 1.64%

See Wasatch International Growth Fund (WAIGX) performance details as of February 28, 2010

  

  

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Wasatch International Growth Fund (WAIGX) Net Asset

Track net asset change of Wasatch International Growth fund (WAIGX)

Date	Net Asset
02/2010	$178.60M
01/2010	$181.43M
11/2009	$180.40M

More historic net asset information on Wasatch International Growth Fund (WAIGX)

  

Wasatch International Growth Fund (WAIGX) Portfolio Allocation

Track portfolio allocation change of Wasatch International Growth fund (WAIGX)

Date	Cash	Stock	Bond	Other
06/2009	3.6%	92.61%	0%	3.78%
12/2008	0%	97.52%	0%	2.48%
09/2008	0.05%	97.87%	0%	2.08%

Click here to see more historic asset allocation information on Wasatch International Growth Fund (WAIGX)

  

Most Recent Top 10 Holdings in Wasatch International Growth Fund (WAIGX)

Discover what Wasatch International Growth Fund (WAIGX) manager is buying

30-Jun-09 Wirecard AG [3.18%] DIAMONDS TRUST SER 1 [2.9%] Ports Design Ltd. [2.77%] Osaka Securities Exchange [2.67%] BMF BOVESPA S.A. BOLSA VALORES MERC FUT [2.33%] GRUPO SIMEC SAB ADS [2.24%] Wasion Group Holdings Ltd. [2.18%] Li Ning Co. Ltd. [2.12%] AMERISOURCEBERGEN CP [2.06%] Infrastructure Development Finance Company Ltd. [2.03%]

31-Dec-08 Bank Of Nt Butterfield + Son [3.81%] Osaka Securities Exchange [3.73%] Seven Bank, Ltd [3.72%] Ports Design Ltd. [3.2%] AEON DELIGHT [2.76%] Diasorin [2.72%] Shandong Weigao Group Medical Polymer Co [2.52%] Rotork PLC [2.41%] POINT INC. [2.4%] Campbell Brothers Limited [2.26%]

30-Sep-08 Bank Of Nt Butterfield + Son [2.89%] Rotork PLC [2.66%] Seven Bank, Ltd [2.58%] AEON DELIGHT [2.31%] Osaka Securities Exchange [2.19%] BIM Birlesik Magazalar [2.16%] Ports Design Ltd [2.13%] Campbell Brothers Limited [2.02%] Diasorin [1.91%] Home Capital Group [1.88%]

Click here for Stock Holding Change Map in Wasatch International Growth Fund (WAIGX)

  

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See more information on Wasatch International Growth Fund (WAIGX)

• Wasatch International Growth Fund Insights
• Wasatch International Growth Fund Performance Data
• Wasatch International Growth Fund News
• Wasatch International Growth Fund Score Explaination
• Wasatch International Growth Fund Manager Information
• Historic Wasatch International Growth Fund Asset Allocation Report
• Historic Wasatch International Growth Fund Top 10 Holding Tracking
• Historic Wasatch International Growth Fund Asset Under Management Tracking