Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Wasatch Global Opportunities Instl WIGOX
- NAV / 1-Day Return 4.39 / +0.23 %
- Total Assets 201.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.360%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Global Small/Mid Stock
- Investment Style Mid Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield —
- Turnover 30%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0
Morningstar’s Analysis WIGOX
Will WIGOX 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 29.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Globant SA | 3.59 | 7.7 Mil | Technology |
AU Small Finance Bank Ltd | 3.49 | 7.5 Mil | Financial Services |
RBC Bearings Inc | 3.10 | 6.7 Mil | Industrials |
Voltronic Power Technology Corp | 2.89 | 6.2 Mil | Industrials |
Trex Co Inc | 2.86 | 6.2 Mil | Industrials |
Ensign Group Inc | 2.78 | 6.0 Mil | Healthcare |
Five Below Inc | 2.75 | 5.9 Mil | Consumer Cyclical |
HealthEquity Inc | 2.70 | 5.8 Mil | Healthcare |
BayCurrent Consulting Inc | 2.68 | 5.8 Mil | Industrials |
Persistent Systems Ltd | 2.64 | 5.7 Mil | Technology |