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|
| 24.04 Net Asset Value | -0.91% 1 Day | +29.81% Year-to-Date | Overall Morningstar Rating |
| World stock Style or Category | No Load Sales Expenses | 1.87% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +1.31% | 3 years | +17.79% | |
| 3 months | +5.21% | 5 years | +28.39% | |
| 1 year | +28.62% | Since inception | +8.54% |
| WAGTX | Category | |
|---|---|---|
| Performance 5-yr return | +28.39% | +8.67% |
| Expense ratio | 1.87% | 1.45% |
| Risk 5 year sharpe ratio | 1.68 | 0.94 |
| Net assets | $296.5M | $1.3B |
| Average market cap | $7.8B | $41.5B |
| Average P/E | 19.9 | 16.3 |
| Portfolio turnover | 84% | 84% |
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 Jr. / 5 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $2,000.00 |
| U.S. stock | 59.40% |
| International stock | 33.08% |
| Cash | 7.36% |
| Fixed income | 0.16% |
| Other | 0.00% |
| Healthcare | 31.96% |
| Hardware | 29.16% |
| Business service | 10.05% |
| Telecommunication | 8.50% |
| Financial service | 3.72% |
| EBAY eBay Inc | 5.32% |
| BRLI Bio-Reference Labs, Inc. | 3.50% |
| -- Diasorin | 3.36% |
| AAPL Apple Inc | 3.21% |
| HLF Herbalife, Ltd. | 3.00% |
| -- Abcam PLC | 2.79% |
| V Visa, Inc. | 2.57% |
| AMZN Amazon.com Inc | 2.40% |
| GOOG Google, Inc. Class A | 2.35% |
| DTV Directv | 2.30% |
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