Wasatch Core Growth Fund Institutional Class Shares
WIGRX
NASDAQ
| Weiss Ratings | WIGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | WIGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Wasatch | |||
| Manager/Tenure (Years) | Paul S. Lambert (20), Michael K. Valentine (8), Kipling Weisel (0) | |||
| Website | http://www.wasatchfunds.com | |||
| Fund Information | WIGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Wasatch Core Growth Fund Institutional Class Shares | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 31, 2012 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | 5,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WIGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | WIGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.45% | |||
| Asset Allocation | WIGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | WIGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.80% | |||
| 30-Day Total Return | -0.85% | |||
| 60-Day Total Return | -4.42% | |||
| 90-Day Total Return | -1.66% | |||
| Year to Date Total Return | -6.80% | |||
| 1-Year Total Return | 0.24% | |||
| 2-Year Total Return | 16.85% | |||
| 3-Year Total Return | 39.12% | |||
| 5-Year Total Return | 45.83% | |||
| Price | WIGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | WIGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $85.61 | |||
| 1-Month Low NAV | $84.78 | |||
| 1-Month High NAV | $88.60 | |||
| 52-Week Low NAV | $73.49 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $110.05 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | WIGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.36 | |||
| Standard Deviation | 22.93 | |||
| Balance Sheet | WIGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 4.38B | |||
| Operating Ratios | WIGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.05% | |||
| Turnover Ratio | 36.00% | |||
| Performance | WIGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 29.69% | |||
| Last Bear Market Total Return | -18.09% | |||