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Seven Canyons World Innovators Investor (WAGTX)

13.35
-0.29
(-2.13%)
At close: March 28 at 8:03:54 PM EDT
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  • Previous Close 13.64
  • YTD Return 4.12%
  • Expense Ratio 1.71%
  • Category Foreign Small/Mid Growth
  • Last Cap Gain -131.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 41.34M
  • Beta (5Y Monthly) 1.19
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 70.00%
  • Last Dividend 0.02
  • Inception Date Dec 19, 2000

The fund invests primarily in equity securities (primarily common stock) 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. The fund will invest at least 40% of its assets in equity securities of companies tied economically to countries other than the U.S.

Seven Canyons

Fund Family

Foreign Small/Mid Growth

Fund Category

41.34M

Net Assets

2000-12-19

Inception Date

Performance Overview: WAGTX

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Trailing returns as of 3/27/2025. Category is Foreign Small/Mid Growth.

YTD Return

WAGTX
4.12%
Category
7.70%
 

1-Year Return

WAGTX
10.12%
Category
42.00%
 

3-Year Return

WAGTX
4.29%
Category
13.14%
 

5-Year Return

WAGTX
2.97%
Category
14.91%
 

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Holdings: WAGTX

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Sector Weightings

SectorWAGTX
Technology   36.88%
Industrials   16.45%
Healthcare   4.30%
Real Estate   1.20%
Utilities   0.00%
Energy   0.00%

Recent News: WAGTX

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Research Reports: WAGTX

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