Mutual Funds - Profile

Wasatch Core Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks primarily capital appreciation in the long term and secondarily income by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in the equity securities of growing companies that are trading at reasonable prices.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on More

Price

  • Last Close
  • $88.87
    +1.37
  • 52 Week HL
  • $101.11 - $80.06
  • Net Assets
  • $4000 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Bank OZK 3.1
Medpace Holdings, 3.0
Ensign Group, 2.9
Hamilton Lane, 2.9
ICON Plc 2.9
Company Holding
Trex Co., 2.7
Morningstar, Inc. 2.7
Kadant, Inc 2.5
Pool Corp. 2.5
Altra Industrial 2.5
Total 27.7%

Manager

  • Name
  • JB Taylor
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
-5.8 % YTD

  • 3 Year
  • 24.4%
  • 5 Year
  • 75.01%
  • Best
  • 30.27%
    2013
  • Worst
  • -5.79%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
WIGRX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -5.8% 5.6% -23.9% 15.4% 4.2% 4.2% -3.2% 7.3% -1.1% 7.6% -
Q2 - 8.6% 33.2% 6.2% 9.1% 4.9% 2.1% 2.4% 2% 6.4% -
Q3 - 4.7% 6.7% -1.7% 6.1% 5.7% 8.9% -8.1% -4.2% 6.5% -
Q4 - -9.2% 18% -1.6% -18.4% 6.8% 2.9% 3.1% 9.9% 6.9% -

Returns +
M

J F M A M J J A S O N D
2022 -5.8% - - - - - - - - - - -
2021 1.1% 5.4% -0.9% 7.1% -1.5% 3% 1.6% 1.7% 1.4% 0.5% 2.2% -16.1%

Annual
Return

Index Comparison

Alpha

NAV