Wanger International Select (WAFFX)

18.54
Net Asset Value
-0.05%
1 Day
-6.51%
Year-to-Date
Overall Morningstar Rating
Foreign small/mid growth
Style or Category
No Load
Sales Expenses
1.42%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests at least 65% of its net assets in foreign companies in developed markets. It invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $25 billion at the time of investment. The fund also may invest up to 35% of its total assets in companies in emerging markets. It generally invests in at least three countries other than the United States but may invest up to 25% of its total assets in securities of U.S. issuers.

Performance

1 month-3.75% 3 years+13.50%
3 months+1.28% 5 years+0.54%
1 year+16.53% Since inception+9.92%
Data through --

Peer Comparisonvs. Foreign small/mid growth

 WAFFXCategory
Performance 5-yr return+0.54%+3.12%
Expense ratio1.42%1.58%
Risk 5 year sharpe ratio0.120.21
Net assets$24.2M$743.3M
Average market cap$3.4B$2.9B
Average P/E16.718.9
Portfolio turnover58%58%

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Fund Management and Purchase Info

Fund familyWanger
Fund manager & tenureChristopher Olson / 11 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
Top 5 Sectors
Portfolio weighting
Industrial materials 39.15%
Business service 18.36%
Energy 11.55%
Financial service 8.57%
Healthcare 5.88%
Top 10 Holdings
Portfolio weighting
-- Ascendas Real Estate Inv Trust7.04%
-- Far Eastone Telecommunications Co., Ltd.6.93%
-- Taiwan Mobile Co., Ltd.4.87%
-- Mapletree Industrial Trust4.47%
-- Seven Bank Ltd4.22%
-- Challenger Limited4.10%
-- Start Today Co. Ltd.3.90%
-- Mapletree Logistics Trust3.47%
-- Jardine Lloyd Thompson Group PLC3.18%
-- NGK Spark Plug Co., Ltd.3.11%

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