Wasatch Core Growth Fund Institutional Class Shares WIGRX

Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 81.22  /  +1.22 %
  • Total Assets 2.8B
  • 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 Limited
  • TTM Yield 0.00
  • Turnover 46%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 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.

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Portfolio Holdings WIGRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HealthEquity Inc

5.20 156M
Healthcare

Everus Construction Group Inc

4.08 122M
Industrials

Camtek Ltd

3.24 97M
Technology

Balchem Corp

3.19 95M
Basic Materials

Fabrinet

3.17 95M
Technology

Standex International Corp

3.15 94M
Industrials

Kadant Inc

2.98 89M
Industrials

Nova Ltd

2.89 87M
Technology

Federal Signal Corp

2.88 86M
Industrials

SiteOne Landscape Supply Inc

2.76 83M
Industrials

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