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Wasatch Global Opportunities Investor WAGOX

Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 4.33  /  +1.17 %
  • Total Assets 199.7 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 Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 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-highest quintile among peers.

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Portfolio Holdings WAGOX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Globant SA

3.59 7.7 Mil
Technology

AU Small Finance Bank Ltd

3.49 7.5 Mil
Financial Services

RBC Bearings Inc

3.10 6.7 Mil
Industrials

Voltronic Power Technology Corp

2.89 6.2 Mil
Industrials

Trex Co Inc

2.86 6.2 Mil
Industrials

Ensign Group Inc

2.78 6.0 Mil
Healthcare

Five Below Inc

2.75 5.9 Mil
Consumer Cyclical

HealthEquity Inc

2.70 5.8 Mil
Healthcare

BayCurrent Consulting Inc

2.68 5.8 Mil
Industrials

Persistent Systems Ltd

2.64 5.7 Mil
Technology