Morningstar

Wasatch Core Growth Fund WGROX

Morningstar Medalist Rating
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Medalist Rating as of See Wasatch Investment Hub
  • NAV / 1-Day Return $77.30  /  +0.53 %
  • Fund Size $2.3B
  • Adjusted Expense Ratio 1.160%
  • Net Expense Ratio 1.160%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 46%
NAV and 1-Day Return as of

Morningstar’s Analysis WGROX

Will WGROX outperform in the 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.

Down but far from out.

Principal Tony Thomas

Tony Thomas

Principal

Summary

A relatively poor showing in 2025 isn’t a sign that Wasatch Core Growth is broken. Its best features are largely intact.

by Tony Thomas
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Portfolio Holdings WGROX

More WGROX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HealthEquity Inc

6.76 201M
Healthcare

Casella Waste Systems Inc Class A

4.86 145M
Industrials

AAON Inc

3.46 103M
Industrials

Repligen Corp

3.09 92M
Healthcare

Camtek Ltd

2.96 88M
Technology

Global E Online Ltd

2.82 84M
Consumer Cyclical

Ollie's Bargain Outlet Holdings Inc

2.63 78M
Consumer Defensive

Loar Holdings Inc

2.54 76M
Industrials

Kadant Inc

2.48 74M
Industrials

Medpace Holdings Inc

2.43 72M
Healthcare

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