WIGOX Mutual Fund

WIGOX Mutual Fund

NAV$4.03
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Fund Essentials - as of Jun 30, 2026

Net Assets
$61M
Expense Ratio
1.35%
Dividend Yield (Current)
8.39%
Holdings
67
Inception Date
Feb 1, 2016
Fund Family
Wasatch Global Investors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+6.51%
1 Year+1.22%
3 Year+5.74%
5 Year-1.03%
10 Year+9.56%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
HQYHealthequity Inc3.87%
AUBANK:MBAu Small Finance Bank Ltd3.29%
5274:TWAspeed Technology Inc2.85%
3064:JPMonotaro Co Ltd2.84%
DPLM:LNDiploma Plc2.76%
Top 10 Concentration: 27.78%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
8.39%
Frequency
Annually
Latest Distribution
$0.44
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WIGOX Mutual Fund Overview

WIGOX Mutual Fund (Wasatch Global Opportunities Fund Instl Cl) is managed by Wasatch Global Investors with $60.7M in net assets. WIGOX expense ratio is 1.35%, holding 67 positions across sectors including Industrials, Health Care, Consumer Discretionary. Inception date: 2016-02-01.

WIGOX performance shows a YTD return of 6.51%. The 1-year return is 1.22% and the 5-year return is -1.03%. WIGOX dividend yield stands at 8.39%, paid annually.

WIGOX top holdings include Healthequity Inc (3.9%), Au Small Finance Bank Ltd (3.3%), Aspeed Technology Inc (2.9%), Monotaro Co Ltd (2.8%), Diploma Plc (2.8%). Go to all WIGOX holdings, WIGOX sectors, or WIGOX dividends.

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