WIGTX Mutual Fund

WIGTX Mutual Fund

NAV$11.77
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Fund Essentials

Net Assets
$2M
Expense Ratio
1.61%
Dividend Yield (Current)
-
Holdings
62
Inception Date
Feb 1, 2016
Fund Family
Seven Canyons Advisors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+4.38%
1 Year+10.15%
3 Year-4.14%
5 Year+3.14%

Asset Allocation

Stocks: 98.57%
Cash: 1.44%
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Dividend Summary

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Latest Distribution
$3.63
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WIGTX Mutual Fund Overview

WIGTX Mutual Fund (Seven Canyons World Innovators Fund Institutional Class) is managed by Seven Canyons Advisors with $2.4M in net assets. WIGTX expense ratio is 1.61%, holding 62 positions across various sectors. Inception date: 2016-02-01.

WIGTX performance shows a YTD return of 4.38%. The 1-year return is 10.15% and the 5-year return is 3.14%.

WIGTX top holdings include a diversified portfolio. Go to all WIGTX holdings, WIGTX sectors, or WIGTX dividends.

WIGTX can be compared against other funds. Use WIGTX overlap to find shared positions, or WIGTX vs another fund for a side-by-side view. WIGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.