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Seven Canyons Innovators Fund Investor Class: (MF: WAGTX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$12.50 USD
-0.04 (-0.32%)
Zacks MF Rank
5-Strong Sell of 5 5
Fund Description
The fund was incepted in December 2000 and is managed by Wasatch Advisors, Inc. The fund seeks long-term growth of capital. The fund invests in domestic and foreign science and technology companies. The fund may invest in companies of countries with established or emerging securities markets. The fund uses a process of 'bottom-up' fundamental analysis to invest in companies of any size. However, because science and technology are rapidly evolving, the fund expects to invest a significant portion of the fund's assets in early stage, small and mid-size companies. Dividends and Capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Seven Canyons World Innovators Inv | WAGTX | NA | NA | 2.00 | 0.00 | 1.50 | 1.75 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Wasatch Global Sci & Tech | WAGTX | 12.50 | 12/19/2000 | 0.00 | -3.78 | -16.93 | 0.45 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Seven Canyons World Innovators Inv | WAGTX | 2000 | 100 | 2000 | A |
Contact Information
| Family | Seven Canyons |
| Address | 79 South Main Street, Fourth Floor Salt Lake City, UT 84111 |
| Phone | 801 349-2718 |