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Morningstar

Wasatch International Growth Investor WAIGX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 23.54  /  +0.34 %
  • Total Assets 300.0 Mil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.410%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 31%

USD | NAV as of Jul 02, 2024 | 1-Day Return as of Jul 02, 2024, 10:17 PM GMT+0

Morningstar’s Analysis WAIGX

Will WAIGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WAIGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WAIGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WAIGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Wasatch International Growth Investor's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WAIGX

More WAIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Diploma PLC

3.81 14.6 Mil
Industrials

The Descartes Systems Group Inc

3.80 14.6 Mil
Technology

Qualitas Controladora SAB de CV

3.33 12.8 Mil
Financial Services

Voltronic Power Technology Corp

3.10 11.9 Mil
Industrials

Japan Elevator Service Holdings Co Ltd

3.01 11.6 Mil
Industrials

SMS Co Ltd

2.93 11.3 Mil
Healthcare

Sugi Holdings Co Ltd

2.81 10.8 Mil
Healthcare

Scout24 SE

2.72 10.5 Mil
Real Estate

GMO Payment Gateway Inc

2.68 10.3 Mil
Technology

Leeno Industrial Inc

2.49 9.6 Mil
Technology