Nasdaq - Delayed Quote USD
Wasatch Core Growth Institutional (WIGRX)
84.27
-1.88
(-2.18%)
At close: June 13 at 8:02:21 PM EDT
Top 10 Holdings (30.21% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorWIGRX
Technology 26.84%
Industrials 25.27%
Financial Services 16.88%
Healthcare 10.82%
Consumer Cyclical 8.91%
Consumer Defensive 6.37%
Basic Materials 2.76%
Real Estate 2.15%
Communication Services 0.00%
Utilities 0.00%
Energy 0.00%
Overall Portfolio Composition (%)
| Cash | 0.79% |
| Stocks | 99.21% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | WIGRX | Category Average |
|---|---|---|
| Price/Earnings | 0.04 | 34.63 |
| Price/Book | 0.25 | 5.39 |
| Price/Sales | 0.3 | 3.86 |
| Price/Cashflow | 0.05 | 22.99 |
| Median Market Cap | 5,814.82 | 5,964.6 |
| 3 Year Earnings Growth | 12.11 | 15.48 |
Bond Holdings
Bond Holdings Information Not Available
Performance & Risk
| YTD Return | -5.08% |
| 5y Average Return | 9.81% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.30 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Wasatch |
| Net Assets | 4.36B |
| YTD Return | -7.39% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 31, 2012 |
Fund Summary
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.
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