Wasatch Global Select Fund Institutional Class Shares (WGGSX)

Fund Assets	12.55M
Expense Ratio	0.96%
Min. Investment	$100,000
Turnover	43.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	12.98
YTD Return	2.94%
1-Year Return	-2.11%
5-Year Return	-12.97%
52-Week Low	11.21
52-Week High	13.50
Beta (5Y)	n/a
Holdings	36
Inception Date	Oct 1, 2019

About WGGSX

The Wasatch Global Select Fund Institutional Class is an actively managed mutual fund focused on achieving long-term capital growth. Employing a bottom-up investment approach, the fund seeks out companies worldwide—spanning both domestic and foreign markets—with robust financial health and strong long-term growth potential. It invests across the full spectrum of market capitalizations, targeting opportunities in both established and emerging industries to build a diversified portfolio. The fund’s strategy emphasizes identifying high-quality businesses with sustainable competitive advantages and compelling fundamentals. By allocating assets across diversified sectors and geographies, the Wasatch Global Select Fund Institutional Class plays a significant role in portfolios aiming for global equity exposure and diversification, catering to institutional investors seeking disciplined growth-oriented strategies in the global equity landscape.

• Fund Family: Wasatch
• Category: World Large-Stock Growth
• Performance Rating: Low
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: WGGSX
• Share Class: Institutional Class Shares
• Index: MSCI AC World NR USD

Performance

WGGSX had a total return of -2.11% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.68%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
WAGSX	Investor Class Shares	1.36%

Top 10 Holdings

45.48% of assets

Name	Symbol	Weight
RBC Bearings Incorporated	RBC	5.38%
HealthEquity, Inc.	HQY	5.27%
UL Solutions Inc.	ULS	5.02%
ASM International NV	ASM	4.87%
HEICO Corporation	HEI.A	4.51%
Halma plc	HLMA	4.44%
Bajaj Finance Limited	BAJFINANCE	4.25%
Definity Financial Corporation	DFY	4.03%
Dollarama Inc.	DOL	3.95%
ASPEED Technology Inc.	5274	3.76%

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Sep 9, 2026

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