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Wasatch Core Growth WGROX

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%

Morningstar’s Analysis WGROX

Will WGROX outperform in future?

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

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.

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Portfolio Holdings WGROX

  • 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
3.94
127,006,410
Healthcare
3.58
115,387,927
Industrials
3.26
105,071,114
Industrials
3.07
98,945,730
Technology
3.00
96,759,181
Healthcare
2.93
94,446,725
Healthcare
2.79
90,016,650
Financial Services
2.77
89,402,315
Consumer Cyclical
2.77
89,158,210
Industrials
2.76
89,047,944
Basic Materials