Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Wasatch Greater China Ins WGGCX
- NAV / 1-Day Return 4.90 / +0.20 %
- Total Assets 4.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.270%
- Distribution Fee Level High
- Share Class Type Institutional
- Category China Region
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.25%
- Turnover 57%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0
Morningstar’s Analysis WGGCX
Will WGGCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 49.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Cash And Cash Equivalents | 11.39 | 469,431 | Cash and Equivalents |
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