Morningstar

Wasatch Global Select Institutional WGGSX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 12.64  /  +0.64 %
  • Total Assets 14.9 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 Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 24%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:30 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 strong management team and sound investment process 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
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Portfolio Holdings WGGSX

More WGGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Copart Inc

4.83 694,981
Industrials

Icon PLC

4.60 661,422
Healthcare

Amphenol Corp Class A

4.58 658,474
Technology

Roper Technologies Inc

4.41 634,681
Technology

HealthEquity Inc

4.40 632,794
Healthcare

HDFC Bank Ltd

4.13 594,194
Financial Services

Bajaj Finance Ltd

4.01 576,108
Financial Services

MercadoLibre Inc

3.95 568,616
Consumer Cyclical

The Descartes Systems Group Inc

3.89 559,344
Technology

RBC Bearings Inc

3.55 509,884
Industrials

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