WAGTX (Wasatch:World Innov;Inv)
Net Asset Value: 19.77
1-Day Return:
-0.13 (-0.65%)
YTD Return as of 4/5/13:
6.75%
Classification: Global Multi-Cap Growth Objective: Global Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 4/05/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 6.75 | 9.59 | 14.94 | 10.01 | 11.88 |
| Classification | 4.86 | 7.52 | 6.15 | 0.52 | 7.95 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 27 | 45 | 1 | 2 | 10 |
Fund Stats
More| Investment Objective: | Global |
|---|---|
| Net Assets ($Mil) | 193.60 |
| Inception Date: | 12/19/00 |
| Manager Name, Tenure | S. Stewart/Stewart, 2008 / 2012 |
| Expense Ratio: | 1.85% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 9/30/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Ebay Inc Ord | EBAY | 4.48 |
| Herbalife Ltd Ord | HLF | 4.27 |
| Google Inc Ord | GOOG | 4.12 |
| Apple Inc Ord | AAPL | 3.91 |
| Diasorin Spa Ord | DIA | 3.51 |
| Check Point Software Technologies Ltd Ord | CHKP | 3.09 |
| Verifone Systems Inc Ord | PAY | 3.08 |
| Visa Inc Ord | V | 2.98 |
| Mastercard Inc Ord | MA | 2.98 |
| Emc Corp Ord | EMC | 2.94 |
| % of Total Holdings | 35.36 | |
