Wasatch World Innovators Fund Quote

WIGTX Fund  USD 14.34  0.19  1.34%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 20

 
High
 
Low
Low
Wasatch World is trading at 14.34 as of the 1st of December 2024; that is 1.34 percent up since the beginning of the trading day. The fund's open price was 14.15. Wasatch World has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Wasatch World Innovators are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests primarily in equity securities of foreign growth companies that the adviser believes are innovators in their respective sectors or industries. It will typically be invested in at least three developed countries, other than the U.S. The fund may invest in securities issued by companies domiciled in emerging and frontier markets without limitation. More on Wasatch World Innovators

Moving together with Wasatch Mutual Fund

  1.0WAGTX Wasatch World InnovatorsPairCorr
  0.97WASIX Wasatch Strategic IncomePairCorr
  0.75OSMYX Oppenheimer Intl SmallPairCorr
  0.75OSCIX Oppenheimer Intl SmallPairCorr
  0.75OSMNX Oppenheimer Intl SmallPairCorr

Wasatch Mutual Fund Highlights

Fund ConcentrationSeven Canyons Funds, Large Funds, Foreign Small/Mid Growth Funds, Foreign Small/Mid Growth, Seven Canyons (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date27th of January 2023
Fiscal Year EndSeptember
Wasatch World Innovators [WIGTX] is traded in USA and was established 1st of December 2024. Wasatch World is listed under Seven Canyons category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Growth category and is part of Seven Canyons family. This fund at this time has accumulated 97.24 M in net assets with no minimum investment requirementsWasatch World Innovators is currently producing year-to-date (YTD) return of 5.83%, while the total return for the last 3 years was -10.81%.
Check Wasatch World Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wasatch Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wasatch Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wasatch World Innovators Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Wasatch World Innovators Mutual Fund Constituents

DISWalt DisneyStockCommunication Services
AMZNAmazon IncStockConsumer Discretionary
NTDOFNintendo CoPink SheetElectronic Gaming & Multimedia
COSTCostco Wholesale CorpStockConsumer Staples
CPSICPSI OldStockHealth Care
CMCSAComcast CorpStockCommunication Services
TTWOTake Two Interactive SoftwareStockCommunication Services
PTONPeloton InteractiveStockConsumer Discretionary
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Wasatch World Innovators Risk Profiles

Wasatch World Against Markets

Other Information on Investing in Wasatch Mutual Fund

Wasatch World financial ratios help investors to determine whether Wasatch Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wasatch with respect to the benefits of owning Wasatch World security.
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