C
Wasatch Core Growth Fund Institutional Class Shares WIGRX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Institutional Only, Phone Exchange, Wire Redemption
Top Holdings
B
RBC Bearings Inc
RBC - NYSE
C
Trex Co Inc
TREX - NYSE
B
Ensign Group Inc
ENSG - NASDAQ
D
Guidewire Software Inc
GWRE - NYSE
C
Hamilton Lane Inc Class A
HLNE - NASDAQ
Performance
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Beta
7-Day Total Return
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60-Day Total Return
90-Day Total Return
Year to Date Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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1-Month High
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
Wasatch
Manager/Tenure
(Years)
Paul S. Lambert (20), Michael K. Valentine (7), Kipling Weisel (0)
Address
Wasatch Funds Inc
Milwaukee WI -
Country
United States
Phone Number
800-551-1700
Investment 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.