Nasdaq - Delayed Quote
USD
Wasatch Core Growth Institutional (WIGRX)
79.62
-1.37
(-1.69%)
At close: October 30 at 8:04:19 PM EDT
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 | 2.3B |
| YTD Return | 2.14% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 08, 1986 |
Fund Operations
| Last Dividend | 0.03 |
| Last Cap Gain | 21.00 |
|---|---|
| Holdings Turnover | 46.00% |
| 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
