Nasdaq - Delayed Quote USD
Wasatch Funds Trust - Wasatch Greater China Fund (WGGCX)
4.5400
+0.0100
+(0.22%)
At close: 8:02:27 PM EDT
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Nationwide Retirement Innovator
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Dreyfus NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- Nationwide Retirement Resource
- RBC Wealth Management-Advisory Eligible
- CommonWealth NTF
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- Ameritas NTFN
- Ameritas NTF P
- Scottrade TF
- Scottrade NTF
- TIAA-CREF Brokerage Services
- Thrivent – Advisory Eligible
- Pershing FundVest NTF
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- Trade PMR Transaction Fee
- Trade PMR NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- TIAA-CREF NTF
- MSWM Brokerage
- ADP Access Open Fund Architecture
- DailyAccess Corporation Mid-Atlantic
- Waddell & Reed Choice MAP Flex
- Investacorp NTF
- H Beck Inc.
- ING Financial Partners Inc.
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- Nationwide Retirement Flexible Advantage
- Merrill Edge
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Nationwide Retirement Innovator Advantage
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Pruco Securities LLC -PruChoice Mutual Funds
- Pruco Securities LLC -PruUMA’s Mutual Funds
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies of all market capitalizations whose principal activities are economically tied to the Greater China Region. It may invest a large percentage of its assets (greater than 5%) in a few sectors. These sectors were information technology, industrials, consumer staples, financials, consumer discretionary, and health care. The fund is non-diversified.
Fund Overview
| Category | China Region |
| Fund Family | Wasatch |
| Net Assets | 2.86M |
| YTD Return | -2.89% |
| Yield | 0.52% |
| Morningstar Rating | |
| Inception Date | Nov 30, 2020 |
Performance & Risk
| YTD Return | -0.87% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 97 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
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