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Wasatch Core Growth WGROX

Quantitative rating as of
NAV / 1-Day Return
67.95  /  3.41 %
Total Assets
3.0 Bil
Adj. Expense Ratio
1.170%
Expense Ratio
1.170%
Fee Level
Average
Longest Manager Tenure
21.48 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
2,000
Status
Limited
TTM Yield
0.00%
Turnover
35%

Morningstar’s Analysis

Will WGROX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A prominent small-growth strategy.

Associate Director

Summary

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Proven leadership, small-cap expertise, and an effective research process keep Wasatch Core Growth's Morningstar Analyst Rating at Gold for both share classes. The mutual fund is closed to most new investors except those buying directly from Wasatch or through existing client relationships.

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