Wasatch Core Growth
PO Box 2172 Milwaukee, WI 53201-2172
Map
Phone: 800-551-1700
| Category: | Small Growth | | Fund Family: | Wasatch | | Net Assets: | 362.68M | | Year-to-Date Return: | 35.48% | | Yield: | 1.06% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Dec-86 |
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J.B. Taylor
Lead Manager since
31-Dec-00 | | | Mr. Taylor joined Wasatch Advisors as an analyst in 1996. Today he serves as co-manager of the Small Cap Core Growth Mutual Fund and the Small Cap Core Growth institutional portfolios. Mr. Taylor's expertise is in assessing the growth prospects of companies that Wasatch calls "core holdings." Mr. Taylor graduated from Stanford University with a Bachelor of Science degree in industrial engineering. While at Stanford, he played for Stanford's nationally ranked volleyball team. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. Income is a secondary consideration. The fund normally invests at least 65% of assets in the equity securities of rapid growing companies with small to medium size market capitalizations of less than $5 billion. It may invest up to 20% of assets in securities issued by foreign companies in developed or emerging markets. |
| Last Dividend
(19-Dec-08):
| 0.27 | | Last Cap Gain
(28-Dec-07):
| 7.81 | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 133.38% |
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| Expense | WGROX | Category
Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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0.63% Nasdaq 
0.03%
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