WGROX : Wasatch Core Growth Fund

WGROX is a US Stocks Market Small Growth with MODERATE fees.

WGROX

Wasatch Core Growth Fund

FI Score

50 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

50% FI Score
  • wgrox
  • Mutual Fund
  • US Stocks
  • Small Growth

Wasatch Core Growth Fund

Expenses: 1.19% (Better than 1% of similar funds)

This is an OK choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

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. It may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies in developed markets, emerging markets, or frontier 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.

Largest Holdings

Amount Holding
3.54% Trex Co Inc
3.45% Tyler Technologies Inc
3.44% Icon PLC
3.27% Pool Corp
2.85% Proofpoint Inc
2.76% Five9 Inc
2.76% Balchem Corp
2.70% Monolithic Power Systems Inc
2.66% RBC Bearings Inc
2.60% Euronet Worldwide Inc
2.58% Fabrinet
2.56% Barnes Group Inc
2.50% Hamilton Lane Inc Class A
2.47% Paylocity Holding Corp
2.38% National Storage Affiliates Trust
2.30% Ensign Group Inc
2.25% Monmouth Real Estate Investment Corp Class A
2.20% Neogen Corp
2.19% Monro Inc
2.16% Cohen & Steers Inc
2.16% Medpace Holdings Inc
2.06% Ollie's Bargain Outlet Holdings Inc
2.05% Planet Fitness Inc A
1.99% CyberArk Software Ltd
1.98% EPAM Systems Inc

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