Wasatch Global Select Fund (WAGSX) Alternatives
Wasatch Global Select Fund (WAGSX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WAGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to WAGSX
WAGSX charges 1.35% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among WAGSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | WAGSX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | WAGSX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | WAGSX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | WAGSX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | WAGSX vs VMNVX |
Best Risk-Adjusted Alternatives to WAGSX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 98 | May 23, 1984 | WAGSX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 95 | May 30, 2007 | WAGSX vs CAEIX | |
| GMO Climate Change Fund | 95 | Apr 4, 2017 | WAGSX vs GCCHX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | WAGSX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | WAGSX vs FMIEX |
Top Performing WAGSX Alternatives (YTD)
WAGSX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 13.06% | Jun 9, 2019 | WAGSX vs RTXAX | |
| GMO Climate Change Fund | 10.71% | Apr 4, 2017 | WAGSX vs GCCHX | |
| Nuveen Global Infrastructure Fund Class A | 10.36% | Dec 17, 2007 | WAGSX vs FGIAX | |
| GQG Partners Global Quality Dividend Income Fund | 10.08% | Jun 29, 2021 | WAGSX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 9.35% | Aug 28, 2017 | WAGSX vs CSUAX |
Lowest Volatility Alternatives to WAGSX
WAGSX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.94% | Sep 4, 1990 | WAGSX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | WAGSX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | WAGSX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.60% | Dec 4, 2013 | WAGSX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | WAGSX vs GLIFX |
Lowest Drawdown Alternatives to WAGSX
WAGSX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | WAGSX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | WAGSX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | WAGSX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | WAGSX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | WAGSX vs FGIAX |
Other Mutual Funds from Wasatch
Most popular Wasatch mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 2 | -5.57% | Dec 8, 1986 | WAGSX vs WGROX | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 0 | -18.99% | Apr 25, 2011 | WAGSX vs WAINX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 8 | -8.33% | Aug 17, 1992 | WAGSX vs WAMCX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 49 | -3.23% | Jun 19, 1995 | WAGSX vs WMICX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 4 | -7.44% | Dec 8, 1986 | WAGSX vs WAAEX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 40 | -2.68% | Jul 28, 2003 | WAGSX vs WAMVX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 12 | -6.48% | Dec 12, 2012 | WAGSX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 12 | 0.67% | Dec 17, 1997 | WAGSX vs WMCVX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 70 | 4.12% | Sep 30, 2007 | WAGSX vs WAEMX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Diversified | 5 | -3.06% | Jan 30, 2012 | WAGSX vs WAFMX |
Often Compared With WAGSX
What investors most often compare with WAGSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Investor Shares | Large Cap Blend Equities | 59 | -4.37% | — | WAGSX vs VFINX |
Compare WAGSX with Any Fund or Stock
Compare WAGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.