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Wasatch Core Growth Fund Institutional Class Shares (WIGRX)

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108.37 +1.44    +1.35%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.87B
Wasatch Core Growth Institutional 108.37 +1.44 +1.35%

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

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Name  Net %  Long %  Short %
Cash 1.01 1.01 0.00
Shares 98.99 98.99 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 29.61 22.46
Price to Book 4.58 3.22
Price to Sales 3.56 2.14
Price to Cash Flow 18.44 12.39
Dividend Yield 0.49 0.68
5 Years Earnings Growth 15.35 14.17

Sector Allocation

Name  Net % Category Average
Technology 26.29 24.49
Industrials 22.14 19.88
Financial Services 15.91 9.08
Healthcare 12.56 20.44
Consumer Cyclical 11.09 11.52
Consumer Defensive 5.82 4.18
Basic Materials 3.76 3.61
Real Estate 2.43 3.13

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 3.58 104.25 -0.38%
  Shift4 Payments Inc US82452J1097 3.54 109.78 +0.46%
  Guidewire US40171V1008 3.17 202.82 +1.48%
Clearwater Analytics Holdings Inc Class A - 3.11 - -
  Kadant US48282T1043 3.07 419.01 +2.59%
  Morningstar US6177001095 2.70 346.21 +1.81%
  RBC Bearings US75524B1044 2.64 336.82 +3.81%
  Cohen Steers US19247A1007 2.62 103.42 +1.40%
  Paylocity Holdng US70438V1061 2.50 205.28 +1.75%
  Hamilton Lane US4074971064 2.47 199.55 +0.70%

Top Equity Funds by Wasatch

  Name Rating Total Assets YTD% 3Y% 10Y%
  Wasatch Core Growth 2.23B 12.03 1.00 12.32
  Wasatch Small Cap Growth Institutio 1.32B 9.52 -9.71 -
  Wasatch Small Cap Value Fund Instit 1.09B 11.49 5.43 10.18
  Wasatch Small Cap Growth Investor 915.56M 9.42 -9.81 9.61
  Wasatch Ultra Growth 653.09M 8.79 -10.10 12.58
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