Wasatch Global Opportunities Fund
WAGOX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 505 Wakara Way Salt Lake City UT United States of America 84108
- IPO Date
- Nov 17, 2008
- CIK
- 0000806633
- Website
- wasatchglobal.com
- Similar Companies
- Business
- Wasatch Global Opportunities Fund (WAGOX) is an open-end mutual fund that seeks long-term growth of capital through a bottom-up, fundamental research-driven investment approach targeting geographically diverse small- and mid-cap growth companies with market capitalizations under $7 billion at purchase; it maintains a concentrated portfolio of approximately 50-80 high-conviction holdings drawn from other Wasatch small-cap strategies, known as the "Best of Wasatch" portfolio. The fund allocates roughly 52% to U.S. stocks, 48% to non-U.S. stocks across developed and emerging markets (including emphasis on regions like emerging Asia, Japan, and India), and minimal cash, with primary sector exposures in technology (29%), industrials (24%), healthcare (17%), and financial services (13%); top holdings as of late 2025 include HealthEquity Inc., Ensign Group Inc., Aspeed Technology Inc., Nova Ltd., and Shift4 Payments Inc. Investor class shares (WAGOX) feature a 1.50% net expense ratio, no front-end or deferred loads, a 2.00% maximum redemption fee, a $2,000 minimum initial investment, and daily pricing, available primarily to U.S. investors. Launched on November 17, 2008, the fund is managed by Wasatch Global Investors, a 100% employee-owned investment manager founded in 1975 and headquartered at 505 Wakara Way, Salt Lake City, Utah; the current team includes lead manager Ajay Krishnan (since 2012) alongside Kenneth Applegate, Paul Lambert (both since 2019), and Ryan Snow (since 2024). Wasatch Funds Trust, the fund's domicile entity, was incorporated under Utah law in 1986 with principal offices at 150 Social Hall Avenue, Salt Lake City. The fund operates within the Global Small/Mid Stock category, focusing on mid-cap growth style with a domicile in the United States and total net assets of approximately $170 million as of late 2025. In recent developments, the fund has showcased quarterly performance commentaries highlighting strong individual holdings such as a Taiwan-based fabless chip designer's 104% sales growth and 126% earnings surge in Q2 2025, alongside ongoing portfolio adjustments amid market volatility evidenced by a 3-year standard deviation of 19.56% exceeding category averages. Assets under management for the share class stood at $99.58 million as of mid-2025, reflecting steady scale amid broader small-cap emphasis, with no reported acquisitions, mergers, funding rounds, or strategic reorganizations specific to the fund in the past 1-2 years. The investment team maintains a constructive outlook on emerging markets like India and anticipates potential small-cap leadership cycles as of 2025 updates.