Wasatch Core Growth (WGROX)
* As of 31-Jan-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.17%|
Performance & Risk
|5y Avg Return:||10.82%|
|Rank in Category (ytd):||22|
|% Rank in Category (ytd):||2.87%|
|Morningstar Risk Rating:||1|
The investment seeks long-term growth of capital; income is a secondary consideration.
The fund normally invests at least 65% of its net assets in the equity securities of growing companies. The companies are usually small to mid-size with market capitalizations of less than $5 billion at the time of purchase. It may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. Securities issued by companies incorporated outside the United States whose securities are principally traded in the United States are not defined as foreign companies and are not subject to this limitation. View More