Wasatch World Innovators Fund Quote
WIGTX Fund | USD 14.08 0.08 0.56% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Wasatch World is trading at 14.08 as of the 2nd of February 2025; that is 0.56 percent down since the beginning of the trading day. The fund's open price was 14.16. Wasatch World has about a 22 % 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. The performance scores are derived for the period starting the 8th of February 2024 and ending today, the 2nd of February 2025. 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
Wasatch Mutual Fund Highlights
Fund Concentration | Seven Canyons Funds, Large Funds, Foreign Small/Mid Growth Funds, Foreign Small/Mid Growth, Seven Canyons (View all Sectors) |
Update Date | 31st of December 2024 |
Expense Ratio Date | 27th of January 2023 |
Fiscal Year End | September |
Wasatch World Innovators [WIGTX] is traded in USA and was established 2nd of February 2025. 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 0.79%, while the total return for the last 3 years was -6.81%.
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
DIS | Walt Disney | Stock | Communication Services | |
AMZN | Amazon Inc | Stock | Consumer Discretionary | |
NTDOF | Nintendo Co | Pink Sheet | Electronic Gaming & Multimedia | |
COST | Costco Wholesale Corp | Stock | Consumer Staples | |
CPSI | CPSI Old | Stock | Health Care | |
CMCSA | Comcast Corp | Stock | Communication Services | |
TTWO | Take Two Interactive Software | Stock | Communication Services | |
PTON | Peloton Interactive | Stock | Consumer Discretionary |
Wasatch World Innovators Risk Profiles
Mean Deviation | 0.4891 | |||
Semi Deviation | 0.6652 | |||
Standard Deviation | 0.6426 | |||
Variance | 0.413 |
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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