Wasatch Global Select Fund Institutional Class Shares (WGGSX)
| Fund Assets | 12.40M |
| 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 | 12.68 |
| YTD Return | 0.71% |
| 1-Year Return | -6.14% |
| 5-Year Return | -8.67% |
| 52-Week Low | 11.21 |
| 52-Week High | 13.56 |
| Beta (5Y) | n/a |
| Holdings | 32 |
| 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 -6.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.48%.
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
45.56% of assets| Name | Symbol | Weight |
|---|---|---|
| RBC Bearings Incorporated | RBC | 5.96% |
| ASPEED Technology Inc. | 5274 | 5.03% |
| Halma plc | HLMA | 4.95% |
| UL Solutions Inc. | ULS | 4.60% |
| Monolithic Power Systems, Inc. | MPWR | 4.38% |
| WEG S.A. | WEGE3 | 4.32% |
| HealthEquity, Inc. | HQY | 4.29% |
| ASM International NV | ASM | 4.14% |
| Dollarama Inc. | DOL | 3.99% |
| Definity Financial Corporation | DFY | 3.90% |