Wasatch Core Growth Fund
WGROX
NASDAQ
| Weiss Ratings | WGROX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | WGROX-NASDAQ | Click to Compare |
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| Provider | Wasatch | |||
| Manager/Tenure (Years) | Paul S. Lambert (20), Michael K. Valentine (8), Kipling Weisel (0) | |||
| Website | http://www.wasatchfunds.com | |||
| Fund Information | WGROX-NASDAQ | Click to Compare |
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| Fund Name | Wasatch Core Growth Fund | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 08, 1986 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WGROX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | WGROX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.45% | |||
| Asset Allocation | WGROX-NASDAQ | Click to Compare |
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| Cash | 0.40% | |||
| Stock | 99.60% | |||
| U.S. Stock | 95.08% | |||
| Non-U.S. Stock | 4.52% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | WGROX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.80% | |||
| 30-Day Total Return | -0.86% | |||
| 60-Day Total Return | -4.44% | |||
| 90-Day Total Return | -1.69% | |||
| Year to Date Total Return | -6.87% | |||
| 1-Year Total Return | 0.13% | |||
| 2-Year Total Return | 16.59% | |||
| 3-Year Total Return | 38.64% | |||
| 5-Year Total Return | 44.97% | |||
| Price | WGROX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WGROX-NASDAQ | Click to Compare |
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| Nav | $83.69 | |||
| 1-Month Low NAV | $82.88 | |||
| 1-Month High NAV | $86.61 | |||
| 52-Week Low NAV | $71.88 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $107.86 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | WGROX-NASDAQ | Click to Compare |
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| Beta | 1.36 | |||
| Standard Deviation | 22.93 | |||
| Balance Sheet | WGROX-NASDAQ | Click to Compare |
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| Total Assets | 4.38B | |||
| Operating Ratios | WGROX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.17% | |||
| Turnover Ratio | 36.00% | |||
| Performance | WGROX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 29.60% | |||
| Last Bear Market Total Return | -18.13% | |||