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Wasatch Global Opportunities Instl (WIGOX)

4.3200 -0.0200 (-0.46%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 4.3400
  • YTD Return -3.85%
  • Expense Ratio 1.36%
  • Category World Small/Mid Stock
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 192M
  • Beta (5Y Monthly) 1.24
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend 0.01
  • Inception Date Feb 1, 2016

The fund invests primarily in small and micro cap foreign and domestic companies. It will invest its assets primarily in the equity securities, typically common stock, of foreign and domestic companies. The fund may invest a large percentage of its assets in a few sectors. These sectors were information technology, industrials, health care, consumer discretionary, and financials.

Wasatch

Fund Family

World Small/Mid Stock

Fund Category

192M

Net Assets

2016-02-01

Inception Date

Performance Overview: WIGOX

Trailing returns as of 6/13/2024. Category is World Small/Mid Stock.

YTD Return

WIGOX
3.85%
Category
12.99%
 

1-Year Return

WIGOX
14.25%
Category
53.27%
 

3-Year Return

WIGOX
4.05%
Category
14.94%
 

5-Year Return

WIGOX
8.70%
Category
15.72%
 

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Holdings: WIGOX

Top 10 Holdings (28.21% of Total Assets)

SymbolCompany% Assets
HQY
HealthEquity, Inc. 3.65%
GLOB
Globant S.A. 3.11%
RBC
RBC Bearings Incorporated 3.00%
PERSISTENT.NS
Persistent Systems Limited 2.95%
ENSG
The Ensign Group, Inc. 2.78%
6409.TW
Voltronic Power Technology Corp. 2.76%
AUBANK.BO
AU Small Finance Bank Limited 2.61%
FRPT
Freshpet, Inc. 2.50%
TREX
Trex Company, Inc. 2.46%
FIVE
Five Below, Inc. 2.39%

Sector Weightings

SectorWIGOX
Technology   32.02%
Healthcare   21.38%
Industrials   16.72%
Energy   2.36%
Real Estate   0.08%
Utilities   0.00%

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Research Reports: WIGOX

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