Morningstar

Wasatch International Growth Investor WAIGX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 26.17  /  +0.73 %
  • Total Assets 290.8 Mil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.410%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

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

Morningstar’s Analysis WAIGX

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

  • People Pillar

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

Strength in Wasatch International Growth Investor's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WAIGX

More WAIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Diploma PLC

4.09 12.4 Mil
Industrials

The Descartes Systems Group Inc

3.88 11.8 Mil
Technology

Voltronic Power Technology Corp

3.46 10.5 Mil
Industrials

Halma PLC

3.07 9.3 Mil
Industrials

Scout24 SE

2.99 9.1 Mil
Communication Services

Japan Elevator Service Holdings Co Ltd

2.94 8.9 Mil
Industrials

Technology One Ltd

2.91 8.9 Mil
Technology

MonotaRO Co Ltd

2.76 8.4 Mil
Consumer Cyclical

Softcat PLC

2.75 8.4 Mil
Technology

Leeno Industrial Inc

2.53 7.7 Mil
Technology

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