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Wasatch Core Growth Institutional (WIGRX)
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9/21 12:03 PM
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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
View MoreTrailing returns as of 11/20/2024. Category is Small Growth.
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Holdings: WIGRX
View MoreTop 10 Holdings (29.40% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorWIGRX
Technology 26.29%
Industrials 22.14%
Financial Services 15.91%
Healthcare 12.56%
Consumer Cyclical 11.09%
Consumer Defensive 5.82%
Basic Materials 3.76%
Real Estate 2.43%
Communication Services 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: WIGRX
View MoreResearch Reports: WIGRX
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RYMDX Rydex Mid-Cap 1.5x Strategy H
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