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Wasatch Core Growth Institutional (WIGRX)

79.62 -1.37 (-1.69%)
At close: October 30 at 8:04:19 PM EDT

Top 10 Holdings (34.02% of Total Assets)

Symbol Company % Assets
HQY 6.76%
CWST 4.86%
AAON 3.46%
RGEN 3.09%
CAMT 2.96%
GLBE 2.82%
OLLI 2.63%
LOAR 2.54%
KAI 2.48%
MEDP 2.43%

Sector Weightings

Overall Portfolio Composition (%)

Cash 1.27%
Stocks 98.73%
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
0.03 34.63
Price/Book
0.23 5.39
Price/Sales
0.5 3.86
Price/Cashflow
0.05 22.99
Median Market Cap
6,133.89 5,964.6
3 Year Earnings Growth
2.06 15.48

Bond Holdings

Performance & Risk

YTD Return 4.64%
5y Average Return -0.39%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Wasatch
Net Assets 2.3B
YTD Return 2.14%
Yield 0.00%
Morningstar Rating
Inception Date Dec 08, 1986

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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