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.
Will WIGRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WIGRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the WIGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of WIGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.