Nasdaq - Delayed Quote USD

Wasatch Core Growth (WGROX)

85.87
+4.00
+(4.89%)
At close: 8:04:30 PM EDT
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  • Previous Close 81.87
  • YTD Return -11.28%
  • Expense Ratio 1.17%
  • Category Small Growth
  • Last Cap Gain 30.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 4.18B
  • Beta (5Y Monthly) 1.32
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend 0.01
  • Inception Date Jan 31, 2012

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.

Wasatch

Fund Family

Small Growth

Fund Category

4.18B

Net Assets

2012-01-31

Inception Date

Performance Overview: WGROX

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Trailing returns as of 5/9/2025. Category is Small Growth.

YTD Return

WGROX
11.28%
Category
12.40%
 

1-Year Return

WGROX
5.02%
Category
55.69%
 

3-Year Return

WGROX
6.79%
Category
19.34%
 

5-Year Return

WGROX
11.75%
Category
20.72%
 

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Holdings: WGROX

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Sector Weightings

SectorWGROX
Technology   26.84%
Industrials   25.27%
Healthcare   10.82%
Real Estate   2.15%
Utilities   0.00%
Energy   0.00%

Recent News: WGROX

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Research Reports: WGROX

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