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Wasatch Global Opportunities Investor WAGOX

Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 4.31  /  −0.23 %
  • Total Assets 195.7 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 Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:21 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.

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.

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Portfolio Holdings WAGOX

  • 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