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Morningstar

Wasatch Core Growth WGROX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 73.00  /  0.72 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.170%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 29%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis WGROX

Will WGROX 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 WGROX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WGROX 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 WGROX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Wasatch Global Investors Reopens Multiple Funds; No Changes to Ratings

Associate Director

Analyst Note

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