WIGOX Mutual Fund

NAV$3.99

Fund Essentials - as of Mar 31, 2026

Net Assets
$66M
Expense Ratio
1.35%
Dividend Yield (Current)
8.52%
Holdings
67
Inception Date
Feb 1, 2016
Fund Family
Wasatch Global Investors
Investment Style
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Asset Class
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Legal Structure
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Dividend Frequency
Annually

Performance

YTD+3.91%
1 Year-0.32%
3 Year+6.52%
5 Year-0.57%
10 Year+10.26%

Asset Allocation

Stocks: 100.00%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
HQYHealthequity3.87%
5274:TWAspeed Technology Inc3.87%
AUBANK:MBAu Small Fice Bank Ltd.(Aubank)3.49%
ENSGEnsign Group Inc/the2.89%
3064:JPMonotaro Co Ltd2.78%
Top 10 Concentration: 29.01%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
8.52%
Frequency
Annually
Latest Distribution
$0.44
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Peer Comparison

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Peer Avg
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WIGOX Mutual Fund Overview

WIGOX Mutual Fund (Wasatch Global Opportunities Fund Instl Cl) is managed by Wasatch Global Investors with $65.9M in net assets. WIGOX expense ratio is 1.35%, holding 67 positions across sectors including Unknown, Industrials, Health Care. Inception date: 2016-02-01.

WIGOX performance shows a YTD return of 3.91%. The 1-year return is -0.32% and the 5-year return is -0.57%. WIGOX dividend yield stands at 8.52%, paid annually.

WIGOX top holdings include Healthequity (3.9%), Aspeed Technology Inc (3.9%), Au Small Fice Bank Ltd.(Aubank) (3.5%), Ensign Group Inc/the (2.9%), Monotaro Co Ltd (2.8%). View all WIGOX holdings, sector breakdown, or dividend history.

WIGOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WIGOX alternatives are available via the screener, along with tax-loss harvesting opportunities.