Wasatch Greater China Fund Investor Class
WAGCX
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- Wasatch Greater China Fund Investor Class (WAGCX) is a mutual fund offered by Wasatch Funds Trust that seeks long-term growth of capital through investments in a select portfolio of 35 to 50 companies of all market capitalizations economically tied to the Greater China region, including Mainland China, Hong Kong, and Taiwan; the fund employs a bottom-up fundamental analysis process following quantitative screening to identify companies with above-average revenue and earnings growth potential, with sector diversification across small-, mid-, and large-cap equities. The Investor Class shares (WAGCX) feature a minimum initial investment of $2,000, an expense ratio of 1.53%, and are complemented by Institutional Class shares (WGGCX) with a $100,000 minimum; portfolio management is led by Dan Chace, CFA, alongside associate managers Allison He, CFA, Kai Pan, Ph.D., Kevin Unger, CFA, and Pedro Huerta, CFA. Wasatch Funds Trust is managed by Wasatch Global Investors, a 100% employee-owned investment manager founded in 1975 and headquartered in Salt Lake City, Utah, which specializes in U.S. and international micro-, small-, and mid-cap equity strategies with a focus on high-quality growth companies. In a major strategic shift, the Board of Trustees of Wasatch Funds Trust approved the complete liquidation of the Wasatch Greater China Fund on November 13, 2024, with all outstanding shares, including Investor Class (WAGCX) and Institutional Class (WGGCX), to be redeemed on or about January 15, 2025; effective December 31, 2024, the fund ceased pursuing its investment objectives, began liquidating its portfolio into cash equivalents, and closed to all new investments. Prior to liquidation, the fund—launched on November 30, 2020—maintained assets under management of approximately $2.86 million and targeted investors seeking exposure to the volatile Greater China markets, subject to risks from political, economic, regulatory, and currency fluctuations in the region. The fund's closure reflects no recent partnerships, acquisitions, funding rounds, or new product launches specific to this vehicle, aligning with Wasatch Global Investors' ongoing emphasis on active management across its broader suite of 30+ equity funds.