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Wasatch Core Growth (WGROX)

77.58 -1.34 (-1.70%)
At close: October 30 at 8:08:35 PM EDT
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  • Previous Close 78.92
  • YTD Return 2.06%
  • Expense Ratio 1.16%
  • Category Small Growth
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 2.3B
  • Beta (5Y Monthly) 1.27
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 46.00%
  • Last Dividend 0.01
  • Inception Date Dec 8, 1986

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

2.3B

Net Assets

1986-12-08

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Small Growth.

YTD Return

WGROX
2.06%
Category
12.40%

1-Year Return

WGROX
1.13%
Category
55.69%

3-Year Return

WGROX
6.62%
Category
19.34%

5-Year Return

WGROX
0.19%
Category
20.72%

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