WAGSX Mutual Fund

WAGSX Mutual Fund (Wasatch Global Select Fund Investor Class) is managed by Wasatch Global Investors with $1.7M in net assets. WAGSX expense ratio is 1.36%, holding 35 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2019-10-01.

WAGSX performance shows a YTD return of -2.60%. The 1-year return is -5.28% and the 5-year return is -2.72%.

WAGSX top holdings include Rbc Bearings Inc (5.4%), Healthequity Inc (5.3%), Ul Solutions Inc (5.0%), ASM International N.V. Asm International (4.9%), Heico Corp. Cl. A (4.5%). Go to all WAGSX holdings, WAGSX sectors, or WAGSX dividends.

WAGSX can be compared against other funds. Use WAGSX overlap to find shared positions, or WAGSX vs another fund for a side-by-side view. WAGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.