WAIVX Mutual Fund

WAIVX Mutual Fund (Wasatch International Value Fund Investor Class) is managed by Wasatch Global Investors with $9.6M in net assets. WAIVX expense ratio is 1.05%, holding 40 positions across sectors including Energy, Materials, Real Estate. Inception date: 2024-11-29.

WAIVX performance shows a YTD return of 15.81%. The 1-year return is 34.59%. WAIVX dividend yield stands at 4.88%, paid quarterly.

WAIVX top holdings include Total Se (3.8%), Ing Groep Nv (3.5%), NORDEA BANK ABP (3.4%), Hsbc Holdings Plc, (3.4%), Axa Sa (3.3%). Go to all WAIVX holdings, WAIVX sectors, or WAIVX dividends.

WAIVX can be compared against other funds. Use WAIVX overlap to find shared positions, or WAIVX vs another fund for a side-by-side view. WAIVX alternatives are available via the screener, along with tax-loss harvesting opportunities.