Morningstar

Wasatch International Growth Fund® Institutional Class WIIGX

Morningstar Medalist Rating
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Medalist Rating as of See Wasatch Investment Hub
  • NAV / 1-Day Return $15.82  /  +1.48 %
  • Fund Size $159.1M
  • Adjusted Expense Ratio 1.350%
  • Net Expense Ratio 1.360%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Foreign Small/Mid Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 57%
NAV and 1-Day Return as of

Morningstar’s Analysis WIIGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wasatch International Growth Instl 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 WIIGX

More WIIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

OEM International AB Class B

4.44 8M
Industrials

Carel Industries SpA

3.74 6M
Technology

Diploma PLC

3.04 5M
Industrials

AJ Bell PLC

3.04 5M
Financial Services

Definity Financial Corp

3.02 5M
Financial Services

MonotaRO Co Ltd

3.02 5M
Consumer Cyclical

Japan Material Co Ltd

2.94 5M
Industrials

Usd

2.80 5M
Cash and Equivalents

Lagercrantz Group AB Class B

2.61 4M
Industrials

Watches of Switzerland Group PLC

2.38 4M
Consumer Cyclical

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