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Wasatch Core Growth Fund Institutional Class Shares: (MF: WIGRX)

(NASDAQ Mutual Funds) As of Oct 30, 2026 04:22 PM ET

$79.62 USD

-1.37 (-1.69%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.14 91
3 months -5.81 24
6 months 8.11 72
1 Year -1.01 94
3 Year 6.74 94
5 Year 0.31 88
10 Year 10.13 34

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Sep 30, 2026

1 Year -1.01
5 Year 0.30
10 Year 10.13
Since Inception 10.82

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.52 14.78 -5.81 NA
2025 -9.66 5.60 -3.00 -3.09
2024 4.47 -3.28 11.26 0.78
2023 8.91 6.51 -1.74 17.18
2022 -15.90 -18.09 -5.76 6.71
2021 5.61 8.63 -0.12 5.74

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.14-10.3213.3033.57-30.7321.1736.7633.42-3.4524.4810.70
% Total Return Rel to Index -10.60-28.54-11.717.33-12.52-7.5118.351.930.942.68-1.22
% Total Return Rel to Peer -9.38-17.631.3717.49-11.211.8517.767.997.328.88-5.24
% Perf Quintile vs Peer* 5.005.002.001.005.003.002.001.001.001.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.02
% Yield 0.000.000.000.000.000.000.000.000.000.000.04
Capital Gains ($) 0.006.358.280.000.4615.846.607.716.064.270.09
Expense Ratio 1.061.051.051.061.051.051.051.051.061.051.07

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