WAGTX Rating, Research - Wasatch Global Science & Technology

Wasatch Global Science & Technology (wagtx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 70

Threats + Weaknesses = 46

When strengths & opportunities substantially exceed threats & weaknesses an investment in the wagtx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Wasatch Global Science & Technology (WAGTX) Description: WAGTX is a mutual fund, which is an investment that owns a basket of assets. The WAGTX mutual fund was provided by Wasatch and this investment vehicle derives the majority of its value from equity holdings (stocks). Wasatchs mutual fund has a short management tenure and is in the small fund size classification. WAGTXs minimum initial investment amount is $1000 while the IRA minimum is $250. WAGTXs expense ratio is roughly 2%. The latest WAGTXs front end load was 6% and the back end load was 0%. The Wasatch Global Science & Technology (WAGTX) mutual fund falls under the technology category. WAGTX focuses its investments in USA and WAGTX is focused on the technology industry or fund sector. The Wasatch Global Science & Technology (WAGTX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WAGTXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WAGTXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks high total return through a combination of current income and capital appreciation. The fund normally invests at least 80% of assets in securities of telecommunications services companies and utility companies. It normally invests primarily in common stocks (see stock research), domestic and foreign issuers.

Management Analysis Update

Performance Analysis Update