A team of small-cap experts and an effective research process earn Wasatch Core Growth's share classes Morningstar Analyst Ratings of Gold. The fund is closed to most new investors.
Will WGROX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of WGROX’s parent organization’s priorities and whether they’re in line with investors’ interests.