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Wasatch Core Growth Fund: (MF: WGROX)

(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET

$86.37 USD

+0.18 (0.21%)

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 Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD -4.66 80
3 months 5.56 61
6 months -4.66 80
1 Year 6.85 41
3 Year 13.10 15
5 Year 10.21 53
10 Year 10.63 4

* 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) 1,021.80

Load Adjusted Returns as of Jun 30, 2025

1 Year 6.85
5 Year 10.20
10 Year 10.64
Since Inception 11.98

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.69 5.56 NA NA
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
2020 -23.92 33.11 6.60 26.50

Annual Return

20252024202320222021202020192018201720162015
% Total Return -4.6613.1933.43-30.8321.0436.5733.25-3.5724.2910.543.91
% Total Return Rel to Index -10.86-11.837.18-12.63-7.6418.161.760.812.50-1.392.52
% Total Return Rel to Peer -2.871.2617.35-11.321.7217.577.827.198.70-5.408.63
% Perf Quintile vs Peer* 0.000.001.005.003.002.001.001.001.004.001.00
% 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 ($) 0.008.280.000.4615.846.607.716.064.270.096.72
Expense Ratio 1.161.171.171.191.171.191.191.181.211.211.17

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