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Morningstar

Wasatch Global Opportunities Investor WAGOX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 4.43  /  +1.84 %
  • Total Assets 195.3 Mil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.500%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 30%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis WAGOX

Will WAGOX outperform in 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 WAGOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WAGOX 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 WAGOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Wasatch Global Opportunities Investor's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WAGOX

More WAGOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HealthEquity Inc

3.65 7.4 Mil
Healthcare

Globant SA

3.11 6.3 Mil
Technology

RBC Bearings Inc

3.00 6.1 Mil
Industrials

Persistent Systems Ltd

2.95 6.0 Mil
Technology

Ensign Group Inc

2.78 5.6 Mil
Healthcare

Voltronic Power Technology Corp

2.76 5.6 Mil
Industrials

AU Small Finance Bank Ltd

2.61 5.3 Mil
Financial Services

Freshpet Inc

2.50 5.1 Mil
Consumer Defensive

Trex Co Inc

2.46 5.0 Mil
Industrials

Five Below Inc

2.39 4.8 Mil
Consumer Cyclical