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Wasatch Core Growth Institutional (WIGRX)

106.93 +2.31 (+2.21%)
At close: 8:01 PM EST
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DELL
  • Previous Close 104.62
  • YTD Return 12.13%
  • Expense Ratio 1.06%
  • Category Small Growth
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 4.79B
  • Beta (5Y Monthly) 1.22
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.03
  • 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

4.79B

Net Assets

1986-12-08

Inception Date

Performance Overview: WIGRX

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Trailing returns as of 11/20/2024. Category is Small Growth.

YTD Return

WIGRX
12.13%
Category
12.40%
?

1-Year Return

WIGRX
40.86%
Category
55.69%
?

3-Year Return

WIGRX
1.13%
Category
19.34%
?

5-Year Return

WIGRX
13.04%
Category
20.72%
?

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Holdings: WIGRX

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Top 10 Holdings (29.40% of Total Assets)

SymbolCompany% Assets
HQY
HealthEquity, Inc. 3.58%
FOUR
Shift4 Payments, Inc. 3.54%
GWRE
Guidewire Software, Inc. 3.17%
CWAN
Clearwater Analytics Holdings, Inc. 3.11%
KAI
Kadant Inc. 3.07%
MORN
Morningstar, Inc. 2.70%
RBC
RBC Bearings Incorporated 2.64%
CNS
Cohen & Steers, Inc. 2.62%
PCTY
Paylocity Holding Corporation 2.50%
HLNE
Hamilton Lane Incorporated 2.47%

Sector Weightings

Recent News: WIGRX

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Research Reports: WIGRX

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