Wasatch Greater China Fund Investor Class (WAGCX) Research
The Wasatch Greater China Fund Investor Class primarily allocates a minimum of 80% of its total assets (including any capital obtained through borrowing for investment purposes) to equity securities. These investments target companies of various market capitalizations whose core business activities are intrinsically linked to the Greater China region. The fund retains the flexibility to concentrate a significant portion (exceeding 5%) of its holdings within a limited set of industries, including consumer discretionary goods and services, staple consumer products, financial institutions, healthcare, industrial operations, and information technology. This fund is structured as a non-diversified investment vehicle.
Market snapshot
- Symbol
- WAGCX
- Price
- $4.56
- Day change
- 0.00%
- Market cap
- $2.9M
- 52-week range
- 4-5.65
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Innovator Equity Autocallable Income Strategy ETF (ACEI)
- FT Vest Bitcoin Strategy Floor15 ETF - July (BFJL)
- YieldMax HIMS Option Income Strategy ETF (HIYY)
- Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM)
- Tweedy, Browne International Insider + Value ETF (ICPY)
- Polen Capital China Growth ETF (PCCE)
- YieldMax RDDT Option Income Strategy ETF (RDYY)
- YieldMax Target 12 Real Estate Option Income ETF (RNTY)
Open Wasatch Greater China Fund Investor Class (WAGCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.