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Wasatch Core Growth WGROX

Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 88.11  /  +1.07 %
  • Total Assets 4.1 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • 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 33%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis WGROX

Will WGROX outperform in future?

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

Still one of the best.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Although a key leader is stepping back a little, Wasatch Core Growth remains a top small-growth offering.

Rated on Published on

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Portfolio Holdings WGROX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Healthcare