Morningstar

Wasatch Global Value Fund™ Institutional Class Shares WILCX

Morningstar Medalist Rating
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Medalist Rating as of See Wasatch Investment Hub
  • NAV / 1-Day Return $13.00  /  +0.93 %
  • Fund Size $173.3M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 2.19%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis WILCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wasatch Global Value Institutional holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings WILCX

More WILCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Johnson & Johnson

4.15 7M
Healthcare

JPMorgan Chase & Co

3.97 7M
Financial Services

Citigroup Inc

3.73 6M
Financial Services

TotalEnergies SE

3.65 6M
Energy

Microsoft Corp

3.34 6M
Technology

ING Groep NV ADR

3.33 5M
Financial Services

U.S. Bancorp

3.31 5M
Financial Services

Exelon Corp

3.28 5M
Utilities

Duke Energy Corp

3.14 5M
Utilities

KT&G Corp

3.03 5M
Consumer Defensive

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