Morningstar

Wasatch Global Opportunities Fund® Institutional Class WIGOX

Morningstar Medalist Rating
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Medalist Rating as of See Wasatch Investment Hub
  • NAV / 1-Day Return $3.97  /  −0.50 %
  • Fund Size $135.1M
  • Adjusted Expense Ratio 1.350%
  • Net Expense Ratio 1.350%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 37%
NAV and 1-Day Return as of

Morningstar’s Analysis WIGOX

Will WIGOX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WIGOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WIGOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WIGOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Morningstar Automated Analysis
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Portfolio Holdings WIGOX

More WIGOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HealthEquity Inc

3.87 6M
Healthcare

AU Small Finance Bank Ltd

3.29 5M
Financial Services

Aspeed Technology Inc

2.85 4M
Technology

MonotaRO Co Ltd

2.84 4M
Consumer Cyclical

Diploma PLC

2.76 4M
Industrials

Casella Waste Systems Inc Class A

2.54 4M
Industrials

Standex International Corp

2.47 4M
Industrials

Ollie's Bargain Outlet Holdings Inc

2.45 4M
Consumer Defensive

Ensign Group Inc

2.37 4M
Healthcare

Medpace Holdings Inc

2.34 4M
Healthcare

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