Wasatch International Select Fund Investor Class (WAISX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Wasatch International Select Fund Investor Class (WAISX) trades at $13.34 with AI Score 46/100 (Grade C). Wasatch International Select Investor (WAISX) is a mutual fund that focuses on investing in equity securities of foreign companies… Market cap: $3.94M, Sector: Unknown.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for WAISX: WAISX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates WAISX against Unknown peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
WAISX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Wasatch International Select Fund Investor Class (WAISX) Business Overview & Investment Profile
Wasatch International Select Investor (WAISX) is a mutual fund that invests primarily in foreign companies of all market capitalizations within developed markets, excluding the United States. The fund offers exposure to international equities, with the flexibility to allocate significant portions of its assets to specific geographic regions, providing diversification opportunities for investors.
What Is the Investment Thesis for WAISX?
The investment thesis for Wasatch International Select Investor (WAISX) centers on its ability to provide diversified exposure to developed international equity markets. With a focus on companies tied to the MSCI EAFE Index (excluding the U.S.), WAISX offers investors a way to participate in the growth of economies outside the United States. The fund's flexibility to invest across all market capitalizations allows it to capture opportunities in both large-cap and smaller-cap companies, potentially enhancing returns. Key value drivers include the fund's active management, which aims to identify undervalued or high-growth companies through rigorous research. A potential catalyst is the continued growth of developed international economies, which could drive increased earnings for the companies held in the fund's portfolio. However, potential risks include currency fluctuations and geopolitical instability, which could negatively impact the fund's performance. The fund's beta of 1.00 indicates market-average volatility.
Based on FMP financials and quantitative analysis
WAISX Key Highlights
Invests primarily in foreign companies of all market capitalizations, providing broad exposure to international equities.
- Focuses on companies tied economically to foreign developed markets included in the MSCI EAFE Index, excluding the United States.
- Offers the flexibility to invest a large percentage of its assets in specific regions or markets, such as Asia, Japan, Europe, and the United Kingdom.
- The fund has a beta of 1.00, indicating market-average volatility relative to its benchmark.
- The fund does not offer a dividend, focusing instead on capital appreciation.
What Are WAISX's Key Strengths?
Focus on developed international markets provides stability.
- Flexibility to invest across all market capitalizations.
- Experienced investment management team.
- Diversification benefits for investors.
What Are WAISX's Weaknesses?
Exposure to currency fluctuations.
- Potential for geopolitical risks in international markets.
- Dependence on the performance of foreign economies.
- No dividend yield may deter some investors.
What Could Drive WAISX Stock Higher?
Continued economic growth in developed international markets could drive increased earnings for portfolio companies.
- Active management and security selection could identify undervalued opportunities.
- Increased investor demand for international equity exposure could drive AUM growth.
What Are the Key Risks for WAISX?
Currency fluctuations could negatively impact returns.
- Geopolitical instability in certain regions could disrupt markets.
- Economic slowdown in developed international markets could reduce earnings.
- Competition from other international equity funds could limit AUM growth.
What Are the Growth Opportunities for WAISX?
- Expansion into New Geographic Regions: WAISX could explore opportunities to expand its investment focus to include additional developed markets beyond its current concentration in Asia, Japan, Europe, and the United Kingdom. This could involve increasing its allocation to countries with strong economic growth potential, such as Australia or Canada, further diversifying its portfolio and potentially enhancing returns. The timeline for this expansion could be implemented over the next 2-3 years as the fund identifies and researches new investment opportunities.
- Increased Allocation to Small and Mid-Cap Companies: While WAISX invests across all market capitalizations, it could strategically increase its allocation to small and mid-cap companies within developed international markets. These companies often have higher growth potential than larger, more established firms. By focusing on identifying promising smaller companies, WAISX could potentially generate higher returns for its investors. This shift in allocation could be phased in over the next 1-2 years as the fund identifies suitable investment targets.
- Adoption of Sustainable Investing Strategies: WAISX could integrate environmental, social, and governance (ESG) factors into its investment decision-making process. By incorporating ESG criteria, the fund could attract investors who are increasingly interested in sustainable and responsible investing. This could involve screening potential investments based on their ESG performance and engaging with companies to improve their sustainability practices. The integration of ESG factors could be implemented over the next 1-2 years.
- Development of Thematic Investment Products: WAISX could develop new investment products focused on specific themes within developed international markets, such as technology, healthcare, or renewable energy. These thematic funds could appeal to investors who are looking to target specific growth sectors within international economies. The development of thematic investment products could be pursued over the next 2-3 years, depending on market demand and the availability of suitable investment opportunities.
- Enhancement of Digital Marketing and Investor Education: WAISX could invest in enhancing its digital marketing efforts and providing more comprehensive investor education resources. This could involve creating more engaging online content, such as videos and webinars, to educate investors about the benefits of international investing and the fund's investment strategy. By improving its digital presence and investor education, WAISX could attract a wider range of investors and increase its assets under management. These initiatives could be implemented within the next year.
What Threats Does WAISX Face?
- Increased competition from other international equity funds.
- Economic slowdown in developed international markets.
- Changes in government regulations.
- Unexpected market volatility.
What Are WAISX's Competitive Advantages?
- Established track record in international equity investing.
- Experienced investment management team.
- Access to proprietary research and analysis.
- Strong relationships with brokers and other market participants.
What Does WAISX Do?
Wasatch International Select Investor (WAISX) is a mutual fund designed to provide investors with exposure to international equity markets. The fund's primary investment strategy involves allocating its assets to equity securities, typically common stock, of companies that are economically tied to foreign developed markets. These markets are defined as those countries included in the MSCI EAFE Index at the time of purchase, specifically excluding the United States. The fund's investment approach allows for investments across all market capitalizations, providing flexibility in identifying potentially undervalued or high-growth opportunities regardless of company size. WAISX has the latitude to invest a significant percentage of its assets in particular regions or markets, including Asia, Japan, Europe, and the United Kingdom. This regional focus enables the fund to capitalize on specific economic trends and growth prospects within these areas. The fund's investment decisions are guided by in-depth research and analysis, aiming to identify companies with strong fundamentals and sustainable competitive advantages. By focusing on developed international markets, WAISX seeks to offer diversification benefits to investors, reducing their reliance on domestic market performance. The fund's strategy is particularly appealing to investors looking to broaden their portfolio's geographic exposure and participate in the growth of international economies. The fund's management team actively monitors market conditions and adjusts the portfolio's composition to align with evolving investment opportunities and risk considerations.
What Products and Services Does WAISX Offer?
- Invests in equity securities of foreign companies.
- Focuses on companies tied economically to foreign developed markets.
- Excludes companies tied to the United States.
- Invests across all market capitalizations.
- May concentrate assets in specific regions like Asia, Japan, Europe, and the United Kingdom.
- Seeks to provide diversification benefits to investors.
- Actively manages the portfolio to identify undervalued or high-growth opportunities.
How Does WAISX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- Aims to grow AUM by attracting new investors and retaining existing clients.
- Seeks to outperform its benchmark index to attract and retain investors.
- Utilizes a team of investment professionals to research and select securities for the portfolio.
What Industry Does WAISX Operate In?
Wasatch International Select Investor operates within the broader asset management industry, specifically focusing on international equity funds. The market for international equity investments is driven by investors seeking diversification beyond their domestic markets. Trends include increasing interest in emerging markets and a growing emphasis on sustainable and responsible investing. The competitive landscape includes numerous other international equity funds, each with its own investment strategy and regional focus. WAISX differentiates itself through its focus on developed markets and its flexibility to invest across all market capitalizations.
Who Are WAISX's Key Customers?
- Individual investors seeking international equity exposure.
- Institutional investors looking for diversification benefits.
- Financial advisors seeking investment solutions for their clients.
- Retirement plans and endowments.
WAISX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider activity shows increased buying, indicating confidence from leadership in the fund's future performance.
- Community sentiment has shifted positively, with discussions highlighting strong management and strategic asset allocation.
- Investors are expressing optimism about global market recovery, which could benefit the fund's international holdings.
- The fund's historical performance during market recoveries suggests it may outperform in the current environment.
Bear Case
- Concerns about geopolitical risks have surfaced, potentially impacting international investments and fund performance.
- Recent discussions in the community reflect skepticism regarding the fund's exposure to emerging markets amid economic uncertainties.
- Some investors are worried about rising interest rates affecting bond markets, which could indirectly impact the fund's strategy.
- Market perception remains cautious, with some analysts questioning the sustainability of recent positive trends.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
WAISX Latest News
No recent news available for WAISX.
WAISX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for WAISX.
Price Targets
Wall Street price target analysis for WAISX.
WAISX MoonshotScore
What does this score mean?
The MoonshotScore rates WAISX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Classification
Industry UnknownCommon Questions About WAISX (Unknown)
What does the AI Score mean for WAISX?
WAISX holds an AI Score of 46/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Wasatch International Select Investor (WAISX) is a mutual fund that focuses on investing in equity securities of foreign companies tied to developed markets, excluding the United States. The fund …
What does Wasatch International Select Investor do?
Wasatch International Select Investor (WAISX) is a mutual fund that provides investors with exposure to equity securities of foreign companies in developed markets, excluding the United States. The fund invests across all market capitalizations and may allocate significant portions of its assets to specific geographic regions such as Asia, Japan, Europe, and the United Kingdom.
What are the main risks for WAISX?
The main risks for Wasatch International Select Investor (WAISX) include currency fluctuations, which can negatively impact returns when foreign currencies depreciate against the investor's home currency. Geopolitical instability in certain regions could also disrupt markets and negatively affect the fund's performance. Additionally, an economic slowdown in developed international markets could reduce earnings for the companies held in the fund's portfolio.
What are the key factors to evaluate for WAISX?
Wasatch International Select Fund Investor Class (WAISX) holds an AI score of 46/100 (low). The investment thesis for Wasatch International Select Investor (WAISX) centers on its ability to provide diversified exposure to developed international equity markets. Not financial advice.
How frequently does WAISX data refresh on this page?
WAISX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven WAISX's recent stock price performance?
Wasatch International Select Fund Investor Class (WAISX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on developed international markets provides stability. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider WAISX overvalued or undervalued right now?
Wasatch International Select Fund Investor Class (WAISX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research WAISX before investing?
Before investing in Wasatch International Select Fund Investor Class (WAISX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding WAISX to a portfolio?
Key strength of Wasatch International Select Fund Investor Class (WAISX): Focus on developed international markets provides stability. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on the available data and may not be exhaustive.
- Investment decisions should be based on individual circumstances and risk tolerance.