Wasatch Global Select Fund Investor Class
WAGSX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 505 Wakara Way Salt Lake City UT United States of America 84108
- IPO Date
- Oct 1, 2019
- CIK
- 0000806633
- Website
- wasatchglobal.com
- Similar Companies
- Business
- Wasatch Global Select Fund Investor Class (WAGSX) is an open-end mutual fund managed by Wasatch Global Investors that seeks long-term growth of capital through a bottom-up investment approach focused on equity securities of high-quality domestic and foreign growth companies, with all-cap flexibility emphasizing mid-cap firms and typically holding 20-40 positions; it invests significantly in emerging and frontier markets as defined by the MSCI Emerging Markets and Frontier Markets Index, with allocations split between U.S. stocks (approximately 49%), non-U.S. stocks (51%), and minimal cash, across key sectors including industrials (28%), technology (27%), and financial services (14%). The fund offers daily pricing in USD, a net expense ratio of 1.36%, a 2% redemption fee on shares held 60 days or less, and minimum initial investments of $2,000 ($100 additional), available primarily to U.S. investors. Launched on October 1, 2019, and domiciled in the United States, WAGSX operates globally with top holdings such as Bajaj Finance Ltd, BayCurrent Inc, MercadoLibre Inc, Scout24 SE, and Roper Technologies Inc, reflecting exposure to regions like the United States (49%), Japan (12%), emerging Asia (10%), Latin America (9%), and the Eurozone (6%). Wasatch Global Investors, the fund's adviser, is a 100% employee-owned investment management firm founded in 1975 and headquartered in Salt Lake City, Utah, specializing in U.S. and international micro-, small-, and mid-cap equity strategies across 20 products spanning various geographies and market capitalizations. The firm, with approximately $26.7 billion in assets under management as of August 2025, employs a collaborative, fundamental research process to identify long-duration growth companies capable of sustained earnings expansion. Recent portfolio management changes include the addition of Stuart Rigby and Mick Rasmussen as co-managers effective January 31, 2025, alongside continuing managers Kenneth Applegate and Michael Valentine. In 2025, Wasatch hired Mark Madsen and Karson Schrader from Grandeur Peak Global Advisors to support its small-cap value franchise, leading to the September 2025 launch of the Wasatch Global Small Cap Value Fund (WACVX/WGCVX) and Wasatch International Small Cap Value Fund (WASVX/WGSVX), expanding the firm's value-oriented offerings while aligning with its established growth strategies like WAGSX. These developments build on prior initiatives, including the 2019 launch of the Global Select Fund series and the firm's 2023 expansion of employee ownership to 49 shareholders.