Morningstar

Wasatch Greater China Ins WGGCX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 5.52  /  +2.99 %
  • Total Assets 4.9 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 0.23%
  • Turnover 57%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:30 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 strong management team and sound investment process 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 55.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

7.98 317,850
Communication Services

Silergy Corp

7.38 293,615
Technology

Airtac International Group

6.18 245,854
Industrials

Kweichow Moutai Co Ltd Class A

5.57 221,630
Consumer Defensive

H World Group Ltd Ordinary Shares

5.50 218,886
Consumer Cyclical

Techtronic Industries Co Ltd

5.23 208,367
Industrials

Meituan Class B

4.68 186,207
Consumer Cyclical

Shenzhen Inovance Technology Co Ltd Class A

4.63 184,502
Industrials

Shenzhen Mindray Bio-Medical Electronics Co Ltd Class A

4.42 176,037
Healthcare

Cash And Cash Equivalents

4.22 167,946
Cash and Equivalents

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