Morningstar

Wasatch Global Opportunities Fund® Investor Class WAGOX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 3.90  /  +0.26 %
  • Total Assets 136.2M
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.480%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 37%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WAGOX

Will WAGOX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wasatch Global Opportunities Investor 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
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 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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