Wasatch Core Growth Fund Institutional Class Shares
WIGRX
NASDAQ
| Weiss Ratings | WIGRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | WIGRX-NASDAQ | Click to Compare |
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| Provider | Wasatch | |||
| Manager/Tenure (Years) | Paul S. Lambert (21), Michael K. Valentine (8), Kipling Weisel (1) | |||
| Website | http://www.wasatchfunds.com | |||
| Fund Information | WIGRX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 0.00% | |||
| Dividend | WIGRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.43% | |||
| Asset Allocation | WIGRX-NASDAQ | Click to Compare |
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| Cash | 1.26% | |||
| Stock | 98.75% | |||
| U.S. Stock | 93.91% | |||
| Non-U.S. Stock | 4.84% | |||
| 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 |
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| 7-Day Total Return | 2.00% | |||
| 30-Day Total Return | 0.33% | |||
| 60-Day Total Return | 3.07% | |||
| 90-Day Total Return | 1.14% | |||
| Year to Date Total Return | 3.07% | |||
| 1-Year Total Return | -4.08% | |||
| 2-Year Total Return | 0.79% | |||
| 3-Year Total Return | 23.26% | |||
| 5-Year Total Return | 10.63% | |||
| Price | WIGRX-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 | WIGRX-NASDAQ | Click to Compare |
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| Nav | $78.43 | |||
| 1-Month Low NAV | $76.89 | |||
| 1-Month High NAV | $79.51 | |||
| 52-Week Low NAV | $73.49 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $89.57 | |||
| 52-Week High Price (Date) | Jul 03, 2025 | |||
| Beta / Standard Deviation | WIGRX-NASDAQ | Click to Compare |
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| Beta | 1.41 | |||
| Standard Deviation | 19.46 | |||
| Balance Sheet | WIGRX-NASDAQ | Click to Compare |
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| Total Assets | 3.35B | |||
| Operating Ratios | WIGRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.05% | |||
| Turnover Ratio | 46.00% | |||
| Performance | WIGRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 29.69% | |||
| Last Bear Market Total Return | -18.09% | |||