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Wasatch Core Growth Fund: (MF: WGROX)
(NASDAQ Mutual Funds) As of Apr 30, 2025 08:00 PM ET
$79.73 USD
-0.35 (-0.44%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in November 1986 and is managed by Wasatch Advisors, Inc. The fund seeks to provide long-term growth of capital by investing primarily in the common stocks of growing companies. These companies are usually small to mid-size with market capitalizations of less than $5 billion at the time of purchase. The fund looks for individual companies that are stable and have the potential to grow steadily for long periods of time. Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Investor | WGROX | NA | NA | 0.00 | 0.00 | 1.00 | 1.17 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | WGROX | 79.73 | 11/18/1986 | 0.00 | -2.14 | 3.91 | 15.44 |
| Wasatch Core Growth Fund Inst | WIGRX | 80.25 | 1/31/2012 | 0.00 | -2.04 | 4.04 | 15.58 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Wasatch Core Growth Investor | WGROX | 2000 | 100 | 2000 | A |
Contact Information
| Family | Wasatch |
| Address | 150 Social Hall Ave, 4th Fl Salt Lake City, UT 84111 |
| Phone | 800 551-1700 |