WGIVX Mutual Fund

WGIVX Mutual Fund (Wasatch International Value Fund Institutional) is managed by Wasatch Global Investors with $19.8M in net assets. WGIVX expense ratio is 0.90%, holding 40 positions across sectors including Energy, Materials, Real Estate. Inception date: 2024-11-29.

WGIVX performance shows a YTD return of 15.85%. The 1-year return is 34.70%. WGIVX dividend yield stands at 5.25%, paid quarterly.

WGIVX top holdings include Total Se (3.8%), Ing Groep Nv (3.5%), NORDEA BANK ABP (3.4%), Hsbc Holdings Plc, (3.4%), Axa Sa (3.3%). Go to all WGIVX holdings, WGIVX sectors, or WGIVX dividends.

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