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Wasatch World Innovators Portfolio   

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The Wasatch World Innovators Portfolio is an aggressive growth fund focused on finding innovative growth companies worldwide.

About This Portfolio

Inception:12/19/2000
Net Assets:$316.1 (million) as of 03/31/14
Account Minimum:$10 million
Objective:

The World Innovators Portfolio seeks to provide long-term capital growth by investing primarily in domestic and foreign growth companies that we believe are innovators in their respective sectors or industries.

Strategy:

This Portfolio pursues an aggressive investment strategy that focuses on dynamic science and technology companies. These companies are often growing rapidly. The Global Science & Technology Portfolio’s strategy is designed for long-term investors who can tolerate the greater risks and volatility that are inherent with global investments in science and technology companies.

Compared to Other Wasatch Portfolios:
This Portfolio has the ability to invest in larger companies and is more concentrated in science and technology companies than Small Cap Ultra Growth.
Mutual Fund:Wasatch World Innovators Fund (WAGTX)

World Innovators Composite Performance

as of 03/31/2014
1Yr3Yr5Yr10Yr
Gross26.31%18.02%29.59%11.31%
Net24.39%16.28%27.72%9.50%
MSCI AC World IMI17.11%8.69%18.53%7.33%

Performance figures for the latest period are preliminary and subject to change. Past performance is not indicative of future results.

The MSCI AC World IMI Index (All Country World Investable Markets Index) is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of large, mid, and small cap companies across developed and emerging markets throughout the world.

 

The Russell 2000 Technology Index is a capitalization-weighted index of companies that serve the electronics and computer technology industries or that manufacture products based on the latest applied science.

 

You cannot invest directly in indexes.

For a GIPS-compliant composite presentation and a complete list of composites, click here:  World Innovators Composite Presentation, Complete List of Composites

CFA® is a trademark owned by CFA Institute.