Morningstar

Wasatch Global Select Fund Investor Class Shares WAGSX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 12.46  /  +0.32 %
  • Total Assets 12.3M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 43%

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

Morningstar’s Analysis WAGSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wasatch Global Select Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WAGSX

More WAGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RBC Bearings Inc

5.92 682,702
Industrials

Aspeed Technology Inc

5.00 576,674
Technology

Halma PLC

4.91 566,901
Industrials

UL Solutions Inc Class A common stock

4.57 526,945
Industrials

Monolithic Power Systems Inc

4.35 501,848
Technology

Weg SA

4.29 495,343
Industrials

HealthEquity Inc

4.26 491,224
Healthcare

ASM International NV

4.11 474,478
Technology

Dollarama Inc

3.97 457,538
Consumer Defensive

Definity Financial Corp

3.87 446,345
Financial Services

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