The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Wasatch Global Select Institutional WGGSX
- NAV / 1-Day Return 12.05 / +0.25 %
- Total Assets 14.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.960%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Global Large-Stock Growth
- Investment Style Mid Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield —
- Turnover 24%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0
Morningstar’s Analysis WGGSX
Will WGGSX 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 42.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Amphenol Corp Class A | 5.54 | 909,419 | Technology |
Copart Inc | 5.18 | 851,134 | Industrials |
Roper Technologies Inc | 4.72 | 775,642 | Technology |
Icon PLC | 4.56 | 748,833 | Healthcare |
HealthEquity Inc | 4.15 | 682,100 | Healthcare |
Bajaj Finance Ltd | 3.80 | 623,456 | Financial Services |
The Descartes Systems Group Inc | 3.68 | 604,065 | Technology |
Pool Corp | 3.52 | 577,812 | Industrials |
RBC Bearings Inc | 3.46 | 568,816 | Industrials |
Trex Co Inc | 3.44 | 565,184 | Industrials |