Seven Canyons World Innovators Fund Investor Class (WAGTX) Research

This fund aims for substantial long-term capital appreciation. It primarily invests in growth-oriented companies, both domestic and international, that the adviser identifies as leading innovators in their respective sectors. The portfolio typically includes holdings in a minimum of three developed nations, consistently featuring the United States. Furthermore, the fund has unlimited flexibility to invest in companies located in emerging and frontier markets. Investors should note that a significant portion of its assets may be concentrated within a select few industry sectors.

Market snapshot

Symbol
WAGTX
Price
$11.97
Day change
-7.39%
Market cap
$36.1M
52-week range
11.9654-14.51
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Parametric Tax-Managed International Equity Fund Investor Class (ETIGX)
  • MFS Managed Wealth Fund - Class A (MNWAX)
  • Reaves Utilities and Energy Infrastruct Fund Insti Shares (RSRFX)
  • Rydex S&P 500 Pure Growth H (RYAWX)
  • Rydex Consumer Products Fund Class Investor (RYCIX)
  • Rydex Consumer Products Fund Class A (RYPDX)
  • NAA Opportunity Fund Class A (SAOAX)
  • Guggenheim Alpha Opportunity Fund Institutional Class (SAOIX)

Open Seven Canyons World Innovators Fund Investor Class (WAGTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.