The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Wasatch Global Select Institutional WGGSX
- NAV / 1-Day Return 12.64 / +0.64 %
- Total Assets 14.9 Mil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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 |