Wasatch Core Growth Fund Institutional Class Shares WIGRX

Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 78.19  /  +0.60 %
  • Total Assets 2.3B
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 46%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WIGRX

Will WIGRX outperform in the future?

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

Down but far from out.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WIGRX

  • 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

Sponsor Center