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Wasatch Core Growth Institutional WIGRX

Analyst rating as of
NAV / 1-Day Return
83.32  /  1.79 %
Total Assets
2.9 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Fee Level
Above Average
Longest Manager Tenure
19.82 years
Category
US Fund Small Growth
Investment Style
Mid Growth
Min. Initial Investment
100,000
Status
Limited
TTM Yield
0.00%
Turnover
31%
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Morningstar’s Analysis

Will WIGRX outperform in future?

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

Wasatch Core Growth and Wasatch Small Cap Growth Reopen to New Investors

Analyst Note

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On March 27, 2020, Wasatch Global Investors reopened Wasatch Core Growth and Wasatch Small Cap Growth to new investors. Wasatch Small Cap Growth, which had been closed to new investors since 2012, managed $1.5 billion in the fund and $2.6 billion including institutional and separate accounts. Wasatch Core Growth, closed to new investors since late 2018, had $1.9 billion in the fund and $3.5 billion total. Neither fund has seen significant outflows since closing, but the fund’s managers believe the current market volatility and dislocations present attractive opportunities for long-term investors. Wasatch has demonstrated a prudent track record of capacity management, so the reopening does not change either fund’s Morningstar Analyst Rating of Gold.

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