Wasatch Core Growth Fund

Frequently Asked Questions About WGROX

What does WGROX invest in?

This fund primarily aims for significant capital appreciation over the long term, considering income generation to be a secondary objective. It typically dedicates at least 65% of its net assets to the equity shares of expanding companies. The fund has the discretion to invest up to 20% of its total assets, at the time of acquisition, in the securities of international companies operating in developed, emerging, or frontier economies. However, shares from companies incorporated outside the United States but principally traded within the U.S. are not classified as foreign for this specific investment restriction.

What is the expense ratio of WGROX?

Wasatch Core Growth Fund (WGROX) charges an expense ratio of 1.16%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WGROX?

Wasatch Core Growth Fund (WGROX) manages $2.17B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WGROX actively managed or an index fund?

WGROX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WGROX launched?

Wasatch Core Growth Fund (WGROX) launched in November 1986 and is managed by the fund issuer.

How has WGROX performed?

WGROX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.