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Morningstar

Wasatch Core Growth Institutional WIGRX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 84.13  /  −1.65 %
  • Total Assets 4.1 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 33%

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 10:18 PM GMT+0

Morningstar’s Analysis WIGRX

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

  • People Pillar

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

Wasatch Core Growth Again Closes to Many New Investors; Rating Unchanged

null Tony Thomas

Tony Thomas

Analyst Note

On April 30, 2024, Wasatch Core Growth will close to many new investors. Only those purchasing the fund directly from Wasatch or through certain established relationships may continue to do so. The strategy’s Morningstar Medalist Rating of Gold remains intact.

by Tony Thomas
Published on

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Portfolio Holdings WIGRX

More WIGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Industrials

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Industrials

Ensign Group Inc

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Healthcare

Guidewire Software Inc

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Technology

Hamilton Lane Inc Class A

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Financial Services

Balchem Corp

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Basic Materials

HealthEquity Inc

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Healthcare

Kadant Inc

2.74 106.2 Mil
Industrials

Globant SA

2.67 103.3 Mil
Technology

Icon PLC

2.66 102.9 Mil
Healthcare