WAIVX Mutual Fund

WAIVX Mutual Fund (Wasatch International Value Fund Investor Class) is managed by Wasatch Global Investors with $9.3M in net assets. WAIVX expense ratio is 1.05%, holding 40 positions across sectors including Materials, Energy, Consumer Discretionary. Inception date: 2024-11-29.

WAIVX performance shows a YTD return of 12.84%. The 1-year return is 22.96%. WAIVX dividend yield stands at 4.96%, paid quarterly.

WAIVX top holdings include ING GROEP NV (4.3%), Hsbc Holdings Plc, (4.2%), Nordea Bank Ab (4.1%), Naturgy Energy Group S.A. Naturgy Energy Group S A Ant Gas Natural Sdg S A Acciones (3.8%), Axa Sa (3.7%). 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.