Breaking News
Get 50% Off 0
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
Close

Wasatch Core Growth Fund Institutional Class Shares (WIGRX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
92.82 -0.17    -0.18%
23/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.7B
Wasatch Core Growth Institutional 92.82 -0.17 -0.18%

WIGRX Overview

 
On this page you'll find an in-depth profile of Wasatch Core Growth Fund Institutional Class Shares. Learn about the key management, total assets, investment strategy and contact information of WIGRX among other information.
Category

Small Growth

Total Assets

2.7B

Expenses

1.05%

Inception Date

40939

Contact Information

Address P.O. Box 2172
Milwaukee,WI
United States
Phone +1 8005511700

Top Executives

Name Title Since Until
Michael K. Valentine Portfolio Manager 2017 Now
Biography Mike Valentine, portfolio manager, joined Wasatch Advisors in September 2016 as a portfolio manager for the domestic research team. Prior to joining the Advisor, Mr. Valentine was a portfolio manager at Point72 in Boston where he led a team of analysts and managed a long/short fund focused on the technology and telecom sectors. From 2005 to 2012 Mr. Valentine worked at Fidelity Investments as both an analyst and then a portfolio manager covering various industries and sectors ranging from agricultural chemicals to health care. Mr. Valentine holds a Bachelor of Arts degree in Computer Science from Amherst College in Amherst, MA.
Paul S. Lambert Portfolio Manager 2005 Now
Biography Paul Lambert joined Wasatch Advisors as an analyst in 2000. From 1999 until joining the Advisor, Mr. Lambert worked for Fidelity Investments. Mr. Lambert holds a Bachelor of Science in Finance from the University of Utah. He was a founding member of the University of Utah's investment club.
J.B. Taylor Portfolio Manager 2000 Now
Biography JB Taylor is chief executive officer of Wasatch Advisors and a member of its board of directors. He has been the lead portfolio manager for the Wasatch Small Cap Core Growth and Wasatch Small Cap Growth portfolios since 2000 and 2016, respectively. In addition, he is a portfolio manager for the Wasatch Global Small Cap portfolios. Taylor joined Wasatch Advisors as a research analyst in 1996, working on Wasatch Micro Cap Growth portfolios. He began working on Wasatch Small Cap Core Growth portfolios as a senior research analyst in 1999.
Samuel S. Stewart Founder 1986 2005
Biography Sam Stewart was the founder of Wasatch Advisors. During his 43 year tenure, he grew Wasatch to over $17 Billion in assets. Before Wasatch, Sam was a professor of finance at Columbia and the University of Utah, and a Chief Financial Analyst at the SEC. Sam is currently the Lead Portfolio Manager on the Seven Canyons Strategic Income Fund and is also a Portfolio Manager on the Seven Canyons World Innovators Fund and Ark Global Emerging Markets LP.
Jeff Cardon CEO 1986 1997
Biography Jeff Cardon, CFA is a Director of Wasatch. He was Chief Executive Officer of Wasatch from 2009 to January 2016, and President and Treasurer of the Advisor from 1995 to January 2016. Mr. Cardon joined the Advisor in 1980. He holds a Bachelor of Science in Finance from the University of Utah.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

WIGRX Comments

Write your thoughts about Wasatch Core Growth Fund Institutional Class Shares
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email