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Morningstar

Wasatch Global Select Institutional WGGSX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 11.45  /  −0.52 %
  • Total Assets 14.5 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 24%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis WGGSX

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

  • People Pillar

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

A sound investment process and strong management team underpin Wasatch Global Select Institutional's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WGGSX

More WGGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amphenol Corp Class A

4.99 818,417
Technology

Roper Technologies Inc

4.59 753,970
Technology

Copart Inc

4.39 720,055
Industrials

Icon PLC

3.85 630,963
Healthcare

Bajaj Finance Ltd

3.83 628,258
Financial Services

RBC Bearings Inc

3.65 599,409
Industrials

MercadoLibre Inc

3.50 573,612
Consumer Cyclical

Pool Corp

3.48 570,953
Industrials

The Descartes Systems Group Inc

3.38 554,865
Technology

HDFC Bank Ltd

3.37 552,525
Financial Services