Skip to Content
Morningstar

Wasatch Core Growth WGROX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 75.90  /  0.37 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • 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 —
  • Turnover 29%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:18 PM GMT+0

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.

A pedestrian 2022 isn’t too worrisome.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Wasatch Core Growth’s mediocre 2022 was disappointing, but with the team and approach responsible for its impressive long-term record intact, it retains its Morningstar Analyst Rating of Gold. The fund is open to new investors.

by Tony Thomas
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WGROX

More WGROX Holdings
  • Current Portfolio Date
  • Equity Holdings 53
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HealthEquity Inc

3.94
127,006,410
Healthcare

RBC Bearings Inc

3.58
115,387,927
Industrials

Kadant Inc

3.26
105,071,114
Industrials

Guidewire Software Inc

3.07
98,945,730
Technology

Ensign Group Inc

3.00
96,759,181
Healthcare

Icon PLC

2.93
94,446,725
Healthcare

Hamilton Lane Inc Class A

2.79
90,016,650
Financial Services

Five Below Inc

2.77
89,402,315
Consumer Cyclical

Trex Co Inc

2.77
89,158,210
Industrials

Balchem Corp

2.76
89,047,944
Basic Materials