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$78.90  /  −1.04%
  • Fund Size$2.2B
  • Adjusted Expense Ratio1.160%
  • Net Expense Ratio1.160%
  • Fee Level: DistributionAverage
  • Share Class TypeNo Load
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$2,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio46%
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 Holdings33.9
Top 10 Holdings
% Portfolio Weight
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