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| 22.13 Net Asset Value | +0.14% 1 Day | +19.23% Year-to-Date | Overall Morningstar Rating |
| World small/mid stock Style or Category | No Load Sales Expenses | 1.78% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +3.03% | 3 years | +7.95% | |
| 3 months | +10.67% | 5 years | +11.87% | |
| 1 year | +23.93% | Since inception | +8.01% |
| WAGTX | Category | |
|---|---|---|
| Performance 5-yr return | +11.87% | +12.06% |
| Expense ratio | 1.78% | 1.46% |
| Risk 5 year sharpe ratio | 1.08 | 1.03 |
| Net assets | $187.0M | $1.3B |
| Average market cap | $4.3B | -- |
| Average P/E | 26.7 | -- |
| Portfolio turnover | 112% | 112% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Wasatch |
| Fund manager & tenure | Samuel Stewart / 9 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $2,000.00 |
| International stock | 48.65% |
| U.S. stock | 36.67% |
| Cash | 13.27% |
| Fixed income | 1.41% |
| Other | 0.00% |
| Healthcare | 31.96% |
| Hardware | 29.16% |
| Business service | 10.05% |
| Telecommunication | 8.50% |
| Financial service | 3.72% |
| -- | 3.46% |
| COST Costco | 3.01% |
| GOOGL Google | 2.96% |
| PYPL PayPal Holdings Inc | 2.58% |
| -- | 2.37% |
| -- | 2.29% |
| -- | 2.15% |
| AMZN Amazon | 2.07% |
| CMCSA Comcast | 2.06% |
| -- | 2.04% |
