Wasatch Core Growth Fund Institutional Class Shares WIGRX Strategy

| Medalist Rating as of | See Wasatch Investment Hub

Strategy

The investment seeks long-term growth of capital; income is a secondary objective. The fund invests primarily in smaller growing companies at reasonable prices. It may invest up to 20% of the fund’s total assets in the equity securities (typically common stock) of foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States). Securities issued by companies incorporated outside the United States whose securities are principally traded in the United States are not defined as foreign companies and are not subject to this limitation.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
WGROX
Wasatch Core Growth FundNo LoadOpen $1.03B1.160%Average$2,000−$662.39M
WIGRX
Wasatch Core Growth Fund Institutional Class SharesInstitutionalOpen $1.28B1.050%Above Average$100,000−$1.21B

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