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.
Wasatch Global Opportunities Investor WAGOX
- NAV / 1-Day Return 4.76 / +1.06 %
- Total Assets 207.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.500%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Global Small/Mid Stock
- Investment Style Mid Growth
- Min. Initial Investment 2,000
- 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 WAGOX
Will WAGOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
HealthEquity Inc | 3.98 | 7.9 Mil | Healthcare |
Voltronic Power Technology Corp | 3.20 | 6.3 Mil | Industrials |
AU Small Finance Bank Ltd | 3.11 | 6.1 Mil | Financial Services |
Ensign Group Inc | 2.79 | 5.5 Mil | Healthcare |
Globant SA | 2.76 | 5.5 Mil | Technology |
RBC Bearings Inc | 2.65 | 5.2 Mil | Industrials |
Saia Inc | 2.62 | 5.2 Mil | Industrials |
Guidewire Software Inc | 2.53 | 5.0 Mil | Technology |
Aspeed Technology Inc | 2.43 | 4.8 Mil | Technology |
Ollie's Bargain Outlet Holdings Inc | 2.36 | 4.7 Mil | Consumer Defensive |