On April 30, 2024, Wasatch Core Growth will close to many new investors. Only those purchasing the fund directly from Wasatch or through certain established relationships may continue to do so. The strategy’s Morningstar Medalist Rating of Gold remains intact.
Wasatch Core Growth Institutional WIGRX
- NAV / 1-Day Return 98.27 / +1.15 %
- Total Assets 4.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.060%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 33%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis WIGRX
Will WIGRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
HealthEquity Inc | 3.79 | 165.8 Mil | Healthcare |
Guidewire Software Inc | 3.48 | 152.2 Mil | Technology |
RBC Bearings Inc | 3.19 | 139.6 Mil | Industrials |
Valvoline Inc | 3.08 | 134.7 Mil | Consumer Cyclical |
Kadant Inc | 2.95 | 129.3 Mil | Industrials |
National Storage Affiliates Trust | 2.77 | 121.1 Mil | Real Estate |
Ensign Group Inc | 2.69 | 117.8 Mil | Healthcare |
Shift4 Payments Inc Class A | 2.58 | 112.7 Mil | Technology |
Clearwater Analytics Holdings Inc Class A | 2.48 | 108.4 Mil | Technology |
Nova Ltd | 2.46 | 107.9 Mil | Technology |