WASIX : Seven Canyons Strategic Income Fund Investor Class

WASIX is a US Stocks Market Mid-Cap Value with MODERATE fees.

WASIX

Seven Canyons Strategic Income Fund Investor Class

FI Score

26 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

26% FI Score
  • wasix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Seven Canyons Strategic Income Fund Investor Class

Expenses: 0.95% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks current income; long-term growth of capital is a secondary consideration. Under normal market conditions, the fund's assets will be invested primarily in income-producing domestic and foreign securities, including equity securities (primarily common stocks) and fixed-income securities of companies of all market capitalizations. It may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, real estate, telecommunication services, and utilities.

Largest Holdings

Amount Holding
4.95% UnitedHealth Group Inc
2.95% Comcast Corp Class A
2.31% Magellan Midstream Partners LP
2.28% Star Asia Finance Ltd
2.12% Golar LNG Partners LP
2.00% Visa Inc Class A
1.99% Granules India Ltd
1.96% Mastercard Inc A
1.94% Solar Senior Capital Ltd
1.86% Solar Capital Ltd
1.83% Canadian National Railway Co
1.83% Broadmark Realty Capital Inc Ordinary Shares
1.61% Integrated Diagnostics Holdings PLC
1.61% Suncor Energy Inc
1.61% Simon Property Group Inc
1.60% Great Ajax Corp
1.51% Taiwan Semiconductor Manufacturing Co Ltd ADR
1.34% Invesco Dynamic Pharmaceuticals ETF
1.33% SLM Corp
1.30% PCA Corp
1.29% Tecnoglass Inc
1.28% Naspers Ltd Class N
1.23% PT Sarana Menara Nusantara Tbk
1.23% Burford Capital Ltd
1.22% AGNC Investment Corp

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