Morningstar

Wasatch Global Opportunities Instl WIGOX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 4.82  /  +1.05 %
  • Total Assets 205.5 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 30%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis WIGOX

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

  • People Pillar

    The People Pillar is our evaluation of the WIGOX 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 WIGOX’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 Opportunities Instl's Morningstar Medalist Rating of Silver.

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 WIGOX

More WIGOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Industrials

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Financial Services

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Healthcare

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Technology

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Industrials

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Industrials

Guidewire Software Inc

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Technology

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Technology

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Consumer Defensive

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