Fund Evaluator:

Wasatch International Select Instl Overview

Wasatch International Select Instl (WGISX) is an actively managed International Equity Foreign Large Growth fund. Wasatch launched the fund in 2019.

The investment seeks long-term growth of capital. The fund invests primarily in foreign companies of all market capitalizations. Under normal market conditions, it will invest the fund's assets primarily in the equity securities, typically common stock, issued by companies tied economically to foreign developed markets, which are those countries included in the MSCI EAFE Index at the time of purchase, excluding the United States. The fund may invest a large percentage of its assets in a particular region or market, including Asia, Japan, Europe, and the United Kingdom.

About Wasatch International Select Instl (WGISX)

There are 2 members of the management team with an average tenure of 6.76 years: Derrick Tzau (2020), Kenneth Applegate (2019). Management tenure is more important for actively managed funds than passive index funds.

The fund has 2 primary benchmarks: MSCI EAFE NR USD index with a weighting of 100% and MSCI ACWI Ex USA NR USD index with a weighting of 100%. Wasatch International Select Instl has 36 securities in its portfolio. The top 10 holdings constitute 46.0% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

Wasatch International Select Instl is part of the Equity global asset class and is within the International Equity fund group. Wasatch International Select Instl has 87.5% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 11.6%. There is 87.5% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Wasatch International Select Instl has 0.9% of the portfolio in cash.

Assets Under Management

The fund has $1 million in total assets, which is below the $1 billion average for the Foreign Large Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

WGISX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Wasatch International Select Instl expense ratio is high compared to funds in the Foreign Large Growth category. Wasatch International Select Instl has an expense ratio of 0.90%, which is 13% lower than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Wasatch International Select Instl has a portfolio turnover rate of 57%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 51% for the Foreign Large Growth category.

Recently, in the month of August 2026, Wasatch International Select Instl returned 2.5%, which earned it a grade of C, as the Foreign Large Growth category had an average return of 2.3%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

Wasatch International Select Instl has a trailing yield of 0.00%, which is below the 0.93% category average. The fund normally distributes its income annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Wasatch International Select Instl Grades

Year to date, the fund has returned 2.8%, 6.2 percentage points worse than the category, which translates into a grade of F. The fund has returned -6.3% over the past year (grade of F), 7.6% over the past three years (grade of F) and -2.9% per year over the past five years (grade of F).

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