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Wasatch Core Growth (WGROX) Fund Ranking and Research

Ranking, Research and Recommendation of Wasatch Core Growth (WGROX) Fund

    Last Trade: $62.74 on 5/26/2017, Change: -0.05 (-0.08%)

 

Graph of Wasatch Core Growth Fund (WGROX) ManagerFund Manager - J.B. Taylor

Fund Manager Information

Fund Manager Tenure: 16.4 years
Fund Family: Wasatch
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Mr. Taylor joined Wasatch Advisors as an analyst in 1996. Mr. Taylor graduated from Stanford University with a Bachelor of Science degree in industrial engineering. While at Stanford, Mr. Taylor played for Stanford's nationally ranked volleyball team. Mr. Taylor is a native of California and speaks Hungarian.  Get more insights on J.B. Taylor

 

Graph of Wasatch Core Growth Fund (WGROX) ProfileWasatch Core Growth Fund (WGROX) Profile

Fund Profile and Description

Wasatch Core Growth Fund seeks long-term growth of capital. Income is a secondary consideration. Wasatch Core Growth Fund normally invests at least 65% of assets in the equity securities of rapidly growing companies with small to medium size market capitalizations of less than $5 billion. It may invest up to 20% of assets in securities issued by foreign companies in developed or emerging markets.

 

Wasatch Core Growth (WGROX) Fund Strength What we like about Wasatch Core Growth (WGROX) Fund

Data for Wasatch Core Growth Fund (WGROX) as of May 30, 2016

  • Wasatch Core Growth Fund (WGROX) management has been with Wasatch Core Growth Fund for 16.4 years
  • Wasatch Core Growth Fund (WGROX) has good short-term performance (1-year return -2.41% vs -7.74% Small Growth category median performance)
  • Wasatch Core Growth Fund (WGROX) has good mid-term performance (3-year return 8.11% vs 6.86% Small Growth category median performance)
  • Wasatch Core Growth Fund (WGROX) has good Long-term performance (5-year return 10.04% vs 7.01% Small Growth category median performance)
  • Wasatch Core Growth Fund (WGROX) ratio of up-years vs down years is greater than 2
  • Wasatch Core Growth Fund (WGROX) has a Morningstar rating of 4 and above
  • Asset base in Wasatch Core Growth Fund (WGROX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Wasatch Core Growth Fund (WGROX) has an annual stock turnover rate of 39.00% vs Small Growth average of 63.11%. It is good that Wasatch Core Growth management does not trade extensively for its return.
  • Wasatch Core Growth Fund (WGROX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.08, lower than category average of 15.82
  • Wasatch Core Growth Fund (WGROX) has a lower expense ratio than its Small Growth average: 1.17% vs 1.31%
  • Wasatch Core Growth Fund (WGROX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Wasatch Core Growth Fund (WGROX) Weakness What we are cautious about Wasatch Core Growth (WGROX) Fund

Data for Wasatch Core Growth Fund (WGROX) as of May 30, 2016

See Wasatch Core Growth Fund (WGROX) performance details as of May 30, 2016

 

What do you think?

 

Compare Wasatch Core Growth Fund (WGROX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Wasatch Core Growth0.08-2.418.1110.04
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Wasatch Core Growth Fund (WGROX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Wasatch Core Growth Fund (WGROX) Net Asset TrackingWasatch Core Growth (WGROX) Fund Net Asset

Track net asset change of Wasatch Core Growth fund (WGROX)

DateNet Asset
05/2016$1.23B
03/2016$1.19B
02/2016$1.12B
More historic net asset information on Wasatch Core Growth Fund (WGROX)

  

Graph of Wasatch Core Growth Fund (WGROX) Portfolio TrackingWasatch Core Growth (WGROX) Fund Portfolio Allocation

Track portfolio allocation change of Wasatch Core Growth fund (WGROX)

DateCashStockBondOther
03/20166.23%92.29%0%1.48%
12/20158.1%91.57%0%0.33%
09/201510.16%88.44%0%1.4%
Click here to see more historic asset allocation information on Wasatch Core Growth Fund (WGROX)

 

graph of Wasatch Core Growth Fund (WGROX) Top 10 Position TrackingTop 10 Holdings in Wasatch Core Growth (WGROX) Fund

Discover what Wasatch Core Growth Fund (WGROX) manager is buying

Mar 30, 2016
Cimpress N.V [3.41%]
Waste Connections, Inc. Common [3.25%]
Spirit Airlines, Inc. [3%]
Allegiant Travel Company [2.88%]
ICON plc [2.75%]
Credit Acceptance Corporation [2.58%]
Copart, Inc. [2.48%]
Mednax, Inc. Common Stock [2.45%]
Cornerstone OnDemand, Inc. [2.39%]
The Ensign Group, Inc. [2.37%]

Dec 30, 2015
Cimpress N.V [2.98%]
Tyler Technologies, Inc. Common [2.96%]
Credit Acceptance Corporation [2.96%]
Waste Connections, Inc. Common [2.77%]
SEI Investments Company [2.67%]
Allegiant Travel Company [2.5%]
ICON plc [2.5%]
Cornerstone OnDemand, Inc. [2.46%]
Spirit Airlines, Inc. [2.43%]
Seattle Genetics, Inc. [2.39%]

Sep 29, 2015
Allegiant Travel Company [3.53%]
Cimpress N.V [2.91%]
Credit Acceptance Corporation [2.64%]
Tyler Technologies, Inc. Common [2.64%]
SEI Investments Company [2.56%]
Cornerstone OnDemand, Inc. [2.45%]
Spirit Airlines, Inc. [2.35%]
Waste Connections, Inc. Common [2.35%]
ICON plc [2.17%]
Seattle Genetics, Inc. [2.14%]
Click here for Stock Holding Change Map in Wasatch Core Growth Fund (WGROX)

  

Latest News on Wasatch Core Growth (WGROX) Fund

See what is happening with Wasatch Core Growth Fund (WGROX)

 

Wasatch Core Growth Fund (WGROX) Related ResourcesSee more information on Wasatch Core Growth (WGROX) Fund

Popular pages on Wasatch Core Growth (WGROX) Fund

  

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