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Morningstar

Wasatch International Growth Investor WAIGX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 22.58  /  0.18 %
  • Total Assets 444.8 Mil
  • Adj. Expense Ratio
    1.440%
  • Expense Ratio 1.440%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 20%

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:21 PM GMT+0

Morningstar’s Analysis WAIGX

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

People Pillar

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

A sound investment process and strong management team underpin Wasatch International Growth Investor's Morningstar Medalist Rating of Bronze.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WAIGX

More WAIGX Holdings
  • Current Portfolio Date
  • Equity Holdings 67
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 29.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BayCurrent Consulting Inc

3.47
15,771,691
Industrials

The Descartes Systems Group Inc

3.28
14,892,691
Technology

Diploma PLC

3.23
14,686,706
Industrials

AU Small Finance Bank Ltd

3.00
13,618,913
Financial Services

JMDC Inc Ordinary Shares

2.98
13,542,263
Healthcare

EQB Inc

2.88
13,077,272
Financial Services

SMS Co Ltd

2.69
12,214,099
Healthcare

CAE Inc

2.61
11,885,116
Industrials

CyberArk Software Ltd

2.47
11,235,932
Technology

Voltronic Power Technology Corp

2.46
11,177,525
Industrials