WGROX - Wasatch Core Growth Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Wasatch Core Growth Fund

Wasatch Funds Trust

150 Social Hall Avenue 4th Floor

Salt Lake City, UT 84111

Management Information
J.B. Taylor,Lead Manager since December 30, 2000
JB Taylor is the Chief Executive Officer of Wasatch Advisors and joined the firm in 1996. Mr. Taylor began working on the Core Growth Fund as a senior analyst in 1999. He holds a Bachelor of Science in Industrial Engineering from Stanford University. Mr. Taylor is a native of California and speaks Hungarian.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Growth
Fund FamilyWasatch
Net Assets2.22B
YTD Return17.16%
Morningstar Rating★★★★★
Inception DateDec 7, 1986

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover27.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWGROXCategory Average
Annual Report Expense Ratio (net)1.18%1.21%
Prospectus Net Expense Ratio1.18%N/A
Prospectus Gross Expense Ratio1.18%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.39%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection375N/A
5 Yr Expense Projection649N/A
10 Yr Expense Projection1,432N/A