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Morningstar

Wasatch Core Growth WGROX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 83.39  /  +0.75 %
  • Total Assets 4.0 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level 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 Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 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.

  • 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.

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 WGROX

More WGROX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
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