WGUSX Mutual Fund

WGUSX Mutual Fund (Wasatch US Select Fund Class Institutional) is managed by Wasatch Funds with $13.6M in net assets. WGUSX expense ratio is 0.86%, holding 31 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2022-06-13.

WGUSX performance shows a YTD return of -0.30%. The 1-year return is -6.28%. WGUSX dividend yield stands at 7.52%, paid annually.

WGUSX top holdings include Healthequity Inc (6.2%), Sharkninja Inc (4.9%), Ametek Inc. (4.0%), Uls Ul Solutions Inc. (4.0%), Aaon, Inc. (3.9%). Go to all WGUSX holdings, WGUSX sectors, or WGUSX dividends.

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