Morningstar Category: Small Growth The Russell 2000 Growth Index measures the performance of Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. While the 10 year overall rating formula seems to give the most weight to the 10 year period, the most recent 3–year period actually has the greatest impact because it is included in all 3 rating periods. Wasatch Core Growth and Small Cap Growth Funds to Close to New Investors June 29, 2020 Salt Lake City, Utah, June 29, 2020—Wasatch Global Investors announced today that… View Top Holdings and Key Holding Information for Wasatch Core Growth Fund (WGROX). Wasatch Global Investors announced the reopening of the Wasatch Core Growth, International Growth, and Small Cap Growth Funds to new investors. Fund holdings are subject to risks and may change at any time. Wasatch Core Growth Fund. The LSE Group does not accept any liability whatsoever to any person arising out of (a) the use of, reliance on or any error in the Index or (b) investment in or operation of the Fund or Separate Account. SALT LAKE CITY--(BUSINESS WIRE)--Wasatch Global Investors announced today that effective at 4:00 p.m. EST on July 31, 2020, the Wasatch Core Growth and Small Cap Growth Funds—and related institutional strategies—will be “soft closed” to new investors. 13F filings are submitted quarterly to the SEC by hedge funds and other investment managers Find the latest Wasatch Core Growth Fund Instit (WIGRX) stock quote, history, news and other vital information to help you with your stock trading and investing. No Transaction Fee 1; Closed to new investors; Buy Sell. Overall Rating. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Wasatch Core Growth (WGROX) 80.51 +0.98 (+1.23%) USD | Nov 2 Quote; Performance; Allocations; Holdings; Fundamental Chart; Data; Returns Chart. Current performance may be lower or higher than the data quoted. WGROX Wasatch Core Growth Fund; WGROX Price as of: Sep 18, 2020; $76.43 - $0.72 - 0.93%. Wasatch Core Growth (WGROX) Expense Ratio: 1.31% Expected Lifetime Fees: $37,778.13 The Wasatch Core Growth fund (WGROX) is a Small Growth fund started on 12/8/1986 and has $512.80 million in assets under management. These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. Privacy Policy and Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. Weighted Average Market Cap: Average market capitalization of companies held by the fund, weighted by their percentage of fund net assets. Standard Deviation measures the degree to which a fund’s performance has varied from its average performance over a particular time period. Prospectus; Compare +Watch List +Set Alert; More. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10 year (if applicable) Morningstar Rating metrics. Wasatch Core Growth Fund No Load (WGROX) Dividend Growth History: By month or year. Bloomberg the Company & Its Products The Company & its Products Bloomberg Terminal Demo Request Bloomberg Anywhere Remote Login Bloomberg Anywhere Login Bloomberg Customer Support Customer Support Effective Dec. 5, 2018, the Wasatch Core Growth Fund will close to new purchases except for existing shareholders or relationships. Alpha measures a fund’s risk/reward potential. Wasatch Core Growth Fund (US:WIGRX) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. YTD Return 6.3%; 3 Yr Annualized Return 5.1%; 5 … Overall (out of 578 Funds) As of 11/30/20 Wasatch Global Investors announced the reopening of the Wasatch Core Growth, International Growth, and Small Cap Growth Funds to new investors. See Wasatch Core Growth Fund (WGROX) mutual fund ratings from all the top fund analysts in one place. As of the 8th of December, Wasatch Core maintains the Downside Deviation of 1.37, mean deviation of 1.07, and Market Risk Adjusted Performance of (5.77).Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wasatch Core Growth, as well as the relationship between them. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. WGROX | A complete Wasatch Core Growth Fund;Investor mutual fund overview by MarketWatch. See holdings data for Wasatch Core Growth Fund (WGROX). The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. P/E to Growth Rate: Forward 12-month P/E ratio divided by the estimated 5-year EPS growth rate. Wasatch Core Growth WGROX Morningstar Analyst Rating Analyst rating as of Feb 25, 2020. As of the 8th of December, Wasatch Core maintains the Downside Deviation of 1.37, mean deviation of 1.07, and Market Risk Adjusted Performance of (5.77).Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wasatch Core Growth… Terms of Service apply. The Small Cap Core Growth Composite contains fully discretionary equity accounts following the Small Cap Core Growth style. 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