Breaking News
Subscribe Now 0
🎈 Up Big Today: Find today's biggest gainers (some over 50%!) with our free screener
Try Stock Screener
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
 
99.42 +0.24    +0.24%
04/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.71B
Wasatch Core Growth Institutional 99.42 +0.24 +0.24%

WIGRX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Wasatch Core Growth Institutional (WIGRX) fund. Our Wasatch Core Growth Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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

Position added successfully to:

Please name your holdings portfolio
 
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

Name  Net %  Long %  Short %
Cash 1.50 1.50 0.00
Shares 98.50 98.50 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 28.72 22.74
Price to Book 4.16 3.18
Price to Sales 3.29 2.10
Price to Cash Flow 14.35 12.22
Dividend Yield 0.61 0.69
5 Years Earnings Growth 13.78 14.16

Sector Allocation

Name  Net % Category Average
Technology 25.95 24.72
Industrials 21.13 19.86
Financial Services 15.23 8.97
Healthcare 13.09 20.32
Consumer Cyclical 11.38 11.49
Consumer Defensive 5.84 4.24
Basic Materials 4.57 3.62
Real Estate 2.81 3.12

Region Allocation

  • North America
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 55

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Healthequity Inc US42226A1079 3.79 89.23 +2.62%
  Guidewire US40171V1008 3.48 186.21 +0.37%
  RBC Bearings US75524B1044 3.19 287.85 +0.99%
  Valvoline US92047W1018 3.08 41.11 +1.01%
  Kadant US48282T1043 2.95 359.74 +2.87%
  National Storage Affiliates Trust US6378701063 2.77 43.52 +3.69%
  The Ensign US29358P1012 2.69 153.37 -0.01%
  Shift4 Payments Inc US82452J1097 2.58 90.01 -0.19%
Clearwater Analytics Holdings Inc Class A - 2.48 - -
  Nova IL0010845571 2.46 68,750 -0.66%

Top Equity Funds by Wasatch

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wasatch Core Growth 2.11B 12.34 3.10 13.19
  Wasatch Small Cap Growth Institutio 1.25B 9.55 -7.80 -
  Wasatch Small Cap Value Fund Instit 1.03B 14.58 8.11 10.96
  Wasatch Small Cap Growth Investor 866.45M 9.48 -7.89 10.10
  Wasatch Ultra Growth 641.03M 7.25 -8.95 13.07
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