On April 30, 2024, Wasatch Core Growth will close to many new investors. Only those purchasing the fund directly from Wasatch or through certain established relationships may continue to do so. The strategy’s Morningstar Medalist Rating of Gold remains intact.
Wasatch Core Growth WGROX
- NAV / 1-Day Return 87.87 / +0.56 %
- Total Assets 4.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.170%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield —
- Turnover 33%
USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 10:20 PM GMT+0
Morningstar’s Analysis WGROX
Will WGROX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
HealthEquity Inc | 3.61 | 157.1 Mil | Healthcare |
RBC Bearings Inc | 3.32 | 144.9 Mil | Industrials |
Valvoline Inc | 3.31 | 144.4 Mil | Energy |
Guidewire Software Inc | 3.22 | 140.3 Mil | Technology |
Trex Co Inc | 2.70 | 117.6 Mil | Industrials |
Balchem Corp | 2.68 | 116.9 Mil | Basic Materials |
Ensign Group Inc | 2.65 | 115.4 Mil | Healthcare |
Pool Corp | 2.58 | 112.5 Mil | Industrials |
Paylocity Holding Corp | 2.58 | 112.2 Mil | Technology |
Kadant Inc | 2.57 | 111.9 Mil | Industrials |