fundvisualizer.com

Wasatch International Growth InstlWIIGX

Performance (before sales charge)

As of 05/31/2023

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 03/31/2023
Stock
2.99%
Non-U.S. Stock
95.92%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
1.09%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 03/31/2023

Basic materials

3.35%

Consumer cyclical

4.85%

Financial services

11.31%

Real estate

2.08%

Consumer defensive

1.46%

Health care

17.30%

Utilities

0.00%

Communication services

4.79%

Energy

0.00%

Industrials

23.80%

Technology

29.45%

Top 10 holdings

As of 03/31/2023

BayCurrent Consulting Inc
5.00%
The Descartes Systems Group Inc
3.71%
Abcam PLC ADR
3.44%
Diploma PLC
3.15%
Grupo Aeroportuario del Centro Norte SAB de CV Class B
3.00%
Kinaxis Inc
2.98%
Voltronic Power Technology Corp
2.92%
Melexis NV
2.80%
Reply SpA
2.59%
CTS Eventim AG & Co. KGaA
2.37%
Fund assets

$511.98 Million

Share class

Inst

Morningstar category

Foreign Small/Mid Growth

Expense ratio

1.33%

Investment objective

Foreign Stock

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