ALPS Distributors, Inc., is not affiliated with Wasatch … Overall Rating Overall Rating. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Start a 14-day free trial to Morningstar Premium to unlock our … The fund is rated by Morningstar. We search for companies with defensible business models and great management teams. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Research information including asset allocation, sector weightings and top holdings for Wasatch Core Growth Fund. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. Research information including trailing returns and hypothetical growth for Wasatch Core Growth Fund. The People Pillar is our evaluation of the WGROX management team’s experience and ability. View Top Holdings and Key Holding Information for Wasatch Core Growth Fund (WGROX). Research information including trailing returns and hypothetical growth for Wasatch Core Growth Fund. SALT LAKE CITY--(BUSINESS WIRE)--Wasatch Global Investors announced today that effective at 4:00 p.m. EST on July 31, 2020, the Wasatch Core Growth and Small Cap Growth Funds—and related institutional strategies—will be “soft closed” to new investors. A fundamental research-driven portfolio of high-quality companies; Core: highest-quality stable growth companies; Most valuation sensitive Wasatch growth … Chart. It is the sum of the absolute values of the different weightings of each holding in the fund versus each holding in the benchmark, divided by 2. Weighted Average Market Cap: Average market capitalization of companies held by the fund, weighted by their percentage of fund net assets. 2020 © Morningstar, Inc. All Rights Reserved. 11.35%: 7.90%: 9.58%: 9.90%-- Alpha measures a fund’s risk/reward potential. See Wasatch Core Growth Fund (WGROX) mutual fund ratings from all the top fund analysts in one place. The Parent Pillar is our rating of WGROX’s parent organization’s priorities and whether they’re in line with investors’ interests. The Wasatch Core Growth and Small Cap Growth Funds—and related institutional strategies—will be “soft closed” to new investors as of July 31, 2020. View mutual fund news, mutual fund market and mutual fund interest rates. Wasatch Core Growth (WGROX) Expense Ratio: 1.31% Expected Lifetime Fees: $37,778.13 The Wasatch Core Growth fund (WGROX) is a Small Growth fund started on 12/8/1986 and has $512.80 million in assets under management. Exchange–traded funds and open ended mutual funds are considered a single population for comparative purposes. Wasatch Core Growth and Small Cap Growth Funds to Close to New Investors June 29, 2020 Salt Lake City, Utah, June 29, 2020—Wasatch Global Investors announced today that… The Funds will be closed to new purchases, except purchases by new shareholders purchasing directly from Wasatch … Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Shannon Yan: Gold-rated Wasatch Core Growth is a great option in the small-cap space. View & analyze the WGROX fund chart by total assets, risk rating, Min. Rating Information. ©2020 Wasatch Global Investors Wasatch Funds are distributed by ALPS Distributors, Inc. Wasatch Core Growth (WGROX) 80.51 +0.98 (+1.23%) USD | Nov 2 Quote; Performance; Allocations; Holdings; Fundamental Chart; Data; Returns Chart. The Russell 2000 Growth Index measures the performance of Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WGROX’s performance objective and investment process is for both security selection and portfolio construction. Fund. Wasatch Core Growth WGROX Morningstar Analyst Rating Analyst rating as of Feb 25, 2020. Compare +Watch List +Set Alert; Morningstar ® Snapshot* AS OF 11/30/2020; Morningstar Category: Small Growth *Data provided by Morningstar. A beta of 0.8 means the fund’s total return is likely to move up or down 80% of the market change; 1.25 means total return is likely to move up or down 25% more than the market. WGROX | A complete Wasatch Core Growth Fund;Investor mutual fund overview by MarketWatch. R-Squared measures (from 0 to 1.0) how closely a fund’s movements are correlated with movements of its benchmark. Long-term growth of capital. The Morningstar Rating for funds, or 'star rating', is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed end funds, and separate accounts) with at least a 3-year history. P/E Ratio (forward and trailing): Sum of stock prices of the fund’s holdings divided by the aggregate earnings per share of those holdings for the next 12 months (forward), or past 12 months (trailing), calculated as a weighted harmonic average. Find the latest Wasatch Core Growth Fund Instit (WIGRX) stock quote, history, news and other vital information to help you with your stock trading and investing. Returns for periods less than one year are not annualized. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10 year (if applicable) Morningstar Rating metrics. Wasatch Small Cap Growth is a touch more aggressive than Wasatch Core Growth; it includes more rapidly growing names than Wasatch Core Growth. The Fund’s other share class may have different performance characteristics. Performance data does not reflect this redemption fee or taxes. Terms of Service apply. Current performance may be lower or higher than the data quoted. $92.69-0.23%. Morningstar has … Learn about WGROX's parent, including aggregate fund flows, total net assets, analyst rating breakdown, and primary market. Data shows past performance and is not indicative of future performance. Primary Category; U.S. Small-Cap Growth Equity; Fund Company; Wasatch; Share Class; No Load (WGROX) No Load (WGROX) Primary Inst (WIGRX) Profile Categories Performance Holdings Expenses Distributions Managers Read Next. The firm had reopened both funds only four months earlier … Learn How to Read a Morningstar Analyst Report. Est. The current manager has been running Wasatch Core Growth since 1/23/2001. Analyze the Fund Wasatch Core Growth Fund Institutional Class Shares having Symbol WIGRX for type mutual-funds and perform research on other mutual funds. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. Learn more about mutual funds at fidelity.com. As of the 8th of December, Wasatch Core maintains the Downside Deviation of 1.37, mean deviation of 1.07, and Market Risk Adjusted Performance of (5.77).Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wasatch Core Growth, as well as the relationship between them. Overall (out of 578 Funds) Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. View the latest Wasatch Core Growth Fund;Investor (WGROX) stock price, news, historical charts, analyst ratings and financial information from WSJ. JB Taylor is the Chief Executive Officer of Wasatch Advisors and joined the firm in 1996. $3.18 B-$0.00. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by Classification We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Beta measures a fund’s risk in relation to the market. Wasatch Core Growth Fund. 11.99%: 10.81%: 11.12%: 12.15%: 10.34%: Small Growth. Both funds retain their Morningstar Analyst Ratings of Gold. Discover historical prices for WGROX stock on Yahoo Finance. The hypothetical chart does not reflect the deduction of fees, sales charges, or taxes that you would pay on fund distributions or the redemption of fund shares. Chart. Get our overall rating based on a fundamental assessment of the pillars below. References to specific securities should not be construed as recommendations by the Fund or its Advisor. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by Classification Rating Information. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. While the 10 year overall rating formula seems to give the most weight to the 10 year period, the most recent 3–year period actually has the greatest impact because it is included in all 3 rating periods. A high-level overview of Wasatch Core Growth Fund No Load (WGROX) stock. Find our live Wasatch Core Growth Fund fund basic information. View & analyze the WGROX fund chart by total assets, risk rating, Min. See performance data and interactive charts for Wasatch Core Growth Fund (WIGRX). The Wasatch Core Growth and Small Cap Growth Funds—and related institutional strategies—will be "soft closed" to new investors as of July 31, 2020. Wasatch Core Growth Fund (US:WIGRX) has 0 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). Closed to most new investors through third party intermediaries, A fundamental research-driven portfolio of high-quality companies, Core: highest-quality stable growth companies, Most valuation sensitive Wasatch growth fund, Earnings growth in good and bad economic environments. WGROX | A complete Wasatch Core Growth Fund;Investor mutual fund overview by MarketWatch. The Small Cap Core Growth Composite contains fully discretionary equity accounts following the Small Cap Core Growth style. These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. 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