Wasatch Global Opportunities Fund® Institutional Class WIGOX

Morningstar Medalist Rating
  • NAV / 1-Day Return$3.99  /  −2.68%
  • Fund Size$134.6M
  • Adjusted Expense Ratio1.350%
  • Net Expense Ratio1.350%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Small/Mid Stock
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio37%

Morningstar’s Analysis WIGOX

Will WIGOX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wasatch Global Opportunities Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings WIGOX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HealthEquity Inc

3.945M
Healthcare

Ollie's Bargain Outlet Holdings Inc

3.875M
Consumer Defensive

Aspeed Technology Inc

3.755M
Technology

MonotaRO Co Ltd

3.475M
Consumer Cyclical

AU Small Finance Bank Ltd

3.284M
Financial Services

Medpace Holdings Inc

2.874M
Healthcare

Diploma PLC

2.824M
Industrials

Ensign Group Inc

2.644M
Healthcare

Divi's Laboratories Ltd

2.523M
Healthcare

Casella Waste Systems Inc Class A

2.423M
Industrials

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