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.
- NAV / 1-Day Return 75.90 / 0.37 %
- Total Assets 3.4 Bil
-
Adj. Expense Ratio
- 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.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 53
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 30.9