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Wasatch Core Growth Institutional (WIGRX)

85.11
+0.22
+(0.26%)
As of 8:07:21 AM EDT. Market Open.

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.

Wasatch Core Growth Institutional

Salt Lake City, UT 84111
150 Social Hall Avenue 4th Floor

Fund Overview

Category Small Growth
Fund Family Wasatch
Net Assets 4.18B
YTD Return -11.25%
Yield 0.00%
Morningstar Rating
Inception Date Jan 31, 2012

Fund Operations

Last Dividend 0.03
Last Cap Gain 30.00
Holdings Turnover 36.00%
Average for Category --

Fees & Expenses

Expense WIGRX Category Average
Annual Report Expense Ratio (net) 1.05% 1.21%
Prospectus Net Expense Ratio 1.05% --
Prospectus Gross Expense Ratio 1.06% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Paul S. Lambert, Lead Manager since January 31, 2005
Paul Lambert joined Wasatch Advisors as an analyst in 2000. From 1999 until joining the Advisor, Mr. Lambert worked for Fidelity Investments. Mr. Lambert holds a Bachelor of Science in Finance from the University of Utah. He was a founding member of the University of Utah's investment club.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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