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Wasatch Core Growth Fund: (MF: WGROX)

(NASDAQ Mutual Funds) As of Jun 15, 2026 04:46 PM ET

$77.93 USD

+0.72 (0.93%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 2.04 95
3 months -0.40 91
6 months -0.49 96
1 Year -1.26 97
3 Year 9.71 91
5 Year 0.74 90
10 Year 10.78 40

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 116.60
Bear Market (10/07 - 2/09) -55.09
Bull Market (2/09 - 3/21) 975.46

Load Adjusted Returns as of May 31, 2026

1 Year -6.34
5 Year 0.25
10 Year 10.29
Since Inception 11.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.56 NA NA NA
2025 -9.69 5.56 -3.02 -3.12
2024 4.46 -3.31 11.23 0.75
2023 8.89 6.47 -1.76 17.14
2022 -15.92 -18.13 -5.81 6.68
2021 5.58 8.60 -0.15 5.72

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.04-10.4313.1933.43-30.8321.0436.5733.25-3.5724.2910.54
% Total Return Rel to Index -5.33-28.65-11.837.18-12.63-7.6418.161.760.812.50-1.39
% Total Return Rel to Peer -10.89-17.731.2617.35-11.321.7217.577.827.198.70-5.40
% Perf Quintile vs Peer* 5.005.002.001.005.003.002.001.001.001.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.006.358.280.000.4615.846.607.716.064.270.09
Expense Ratio 0.001.161.171.171.191.171.191.191.181.211.21

* 1 = Top 20%, 5 = Bottom 20%