Wasatch Global Science & Technology
PO Box 2172 Milwaukee, WI 53201-2172
Map
Phone: 800-551-1700
| Category: | Specialty-Technology | | Fund Family: | Wasatch | | Net Assets: | 99.40M | | Year-to-Date Return: | -21.69% | | 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 and director of funds at Wasatch Advisors 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
| N/A | | Last Cap Gain
(28-Dec-07):
| 1.48 | | Annual Holdings Turnover
| 78.00% | | Average for Category:
| 176.59% |
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| Expense | WAGTX | Category
Avg | | Total Expense Ratio: | 1.85%
| 1.82% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$588 | $734 | | 5 Yr Expense Projection*: |
$1,011 | $1,144 | | 10 Yr Expense Projection*: |
$2,192 | $2,267 |
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3.58% Nasdaq 
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