Wasatch Global Science & Technology
PO Box 2172 Milwaukee, WI 53201-2172
Map
Phone: 800-551-1700
| Category: | Technology | | Fund Family: | Wasatch | | Net Assets: | 60.00M | | Year-to-Date Return: | 59.22% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Dec-00 |
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Samuel S. Stewart Jr.
Lead Manager since
20-May-08 | | | Stewart has served as president of Wasatch Funds since 1986, Chairman of the Board from 1986 through 2004 and Chairman of the Board of the Advisor since 1975.In addition, he is a professor of finance at the University of Utah, a post he assumed that same year. Previously, he spent a year as chief financial analyst with the Securities and Exchange Commission. Stewart holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund invests primarily in domestic and foreign science and technology companies. It invests at least 80% of assets in equity securities of technology companies. The fund invests a significant portion of the assets in early stage companies and small to medium companies with market capitalizations of less than $5 billion. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(28-Dec-07):
| 1.48 | | Annual Holdings Turnover
| 41.00% | | Average for Category:
| 176.50% |
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| Expense | WAGTX | Category
Avg | | Total Expense Ratio: | %
| 1.84% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $728 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,139 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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