Wasatch Global Value FundWILCX
Type
Mutual fund
Peer group
Global equity
Net assets
$160.5M
Expense ratio
0.95%
1-year return
+26.9%
3 years, a year
+17.6%
5 years, a year
+12.3%
Holdings
39
What it aims to do.
The Funds investment objectives are to seek capital appreciation and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JOBY TotalEnergies SE | 4.46% |
| JNJ Johnson & Johnson | 4.42% |
| C Citigroup Inc | 3.89% |
| JPM JPMorgan Chase & Co | 3.67% |
| JOBY Novartis AG | 3.44% |
| EXC Exelon Corp | 3.30% |
| JOBY KT&G Corp | 3.28% |
| DUK Duke Energy Corp | 3.26% |
| CVX Chevron Corp | 3.09% |
| JOBY United Overseas Bank Ltd | 2.89% |
More on WILCX.
- WILCX overview
- WILCX holdings
- WILCX risk
- WILCX costs
- WILCX money in and out
- WILCX share classes
- Compare WILCX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.