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Morningstar

Wasatch Greater China Ins WGGCX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 4.40  /  +0.92 %
  • Total Assets 4.1 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.270%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category China Region
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.26%
  • Turnover 57%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 PM GMT+0

Morningstar’s Analysis WGGCX

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

  • People Pillar

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

A sound investment process and strong management team underpin Wasatch Greater China Ins's Morningstar Medalist Rating of Gold.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WGGCX

More WGGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Silergy Corp

7.54 303,518
Technology

Kweichow Moutai Co Ltd Class A

6.05 243,422
Consumer Defensive

Tencent Holdings Ltd

5.82 234,080
Communication Services

Airtac International Group

5.80 233,293
Industrials

Shenzhen Inovance Technology Co Ltd Class A

5.35 215,226
Industrials

H World Group Ltd Ordinary Shares

5.05 203,293
Consumer Cyclical

Techtronic Industries Co Ltd

4.97 199,911
Industrials

Yifeng Pharmacy Chain Co Ltd Class A

4.43 178,422
Healthcare

Shenzhen Mindray Bio-Medical Electronics Co Ltd Class A

4.18 168,120
Healthcare

Proya Cosmetics Co Ltd Class A

3.50 140,679
Consumer Defensive