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Morningstar

Seven Canyons World Innovators Instl WIGTX

Morningstar Medalist Rating
Medalist Rating as of | See Seven Canyons Investment Hub
  • NAV / 1-Day Return 12.87  /  +1.66 %
  • Total Assets 51.0 Mil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.600%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 114%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis WIGTX

Will WIGTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WIGTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WIGTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WIGTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Seven Canyons World Innovators Instl's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WIGTX

More WIGTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Flatex AG

4.51 4.0 Mil
Financial Services

JDC Group AG

4.37 3.9 Mil
Financial Services

Kinx Inc

3.61 3.2 Mil
Communication Services

LT Foods Ltd

3.53 3.1 Mil
Consumer Defensive

State Street Instl US Govt MMkt Inv

3.20 2.9 Mil
Cash and Equivalents

Linical Co Ltd

2.53 2.3 Mil
Healthcare

Caplin Point Laboratories Ltd

2.50 2.2 Mil
Healthcare

SmartCraft ASA

2.45 2.2 Mil
Technology

Route Mobile Ltd Ordinary Shares

2.40 2.1 Mil
Communication Services

Blackline Safety Corp Registered Shs Restricted

2.26 2.0 Mil
Technology