Nasdaq - Delayed Quote USD

Wasatch Core Growth Institutional (WIGRX)

84.26 -0.52 (-0.61%)
As of 8:06 AM EDT. Market Open.

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
20
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
0.5

Broker Availability

  • LPL SAM Eligible - 11.01.2023
  • LPL SWM - 01.24.2024
  • LPL Brokerage Availability - February 2024

Fund Summary

The fund invests primarily in smaller growing companies at reasonable prices. It may invest up to 20% of the fund’s total assets in the equity securities (typically common stock) of foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States). 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.

Fund Overview

Category Small Growth
Fund Family Wasatch
Net Assets 4.34B
YTD Return 4.48%
Yield 0.00%
Morningstar Rating
Inception Date Dec 08, 1986

Performance & Risk

YTD Return -4.21%
5y Average Return 10.25%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

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