Wasatch Global Select Institutional (WGGSX)
| Fund Assets | 12.98M |
| Expense Ratio | 0.96% |
| Min. Investment | $100,000 |
| Turnover | 21.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 13.29 |
| YTD Return | 7.31% |
| 1-Year Return | 7.66% |
| 5-Year Return | 21.56% |
| 52-Week Low | 11.14 |
| 52-Week High | 13.60 |
| Beta (5Y) | n/a |
| Holdings | 34 |
| 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.
Performance
WGGSX had a total return of 7.66% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.01%.
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
41.18% of assets| Name | Symbol | Weight |
|---|---|---|
| Bajaj Finance Limited | BAJFINANCE | 4.88% |
| MercadoLibre, Inc. | MELI | 4.84% |
| HealthEquity, Inc. | HQY | 4.32% |
| Amphenol Corporation | APH | 4.07% |
| Scout24 SE | G24 | 4.07% |
| Baycurrent, Inc. | 6532 | 4.01% |
| Roper Technologies, Inc. | ROP | 3.92% |
| HEICO Corporation | HEI.A | 3.72% |
| Dollarama Inc. | DOL | 3.68% |
| Morningstar, Inc. | MORN | 3.68% |