WGROX
Wasatch Core Growth Fund Investor Class Shares
Mutual fund
$77.14+0.94 (+1.23%)Close Oct 2, 2026
Adjusted price
+0.50% total return, past year
Key statistics
- Net assets
- $2.54B
- Expense ratio
- 1.16%
- 52-week range
- $67.86$84.79
- From all-time high
- −33.92%
- Max drawdown
- −61.61%
- Volatility
- 20.46%
- Sharpe ratio
- 0.57
- Beta (5Y monthly)
- 1.16
- First close
- Nov 28, 1986
Returns
Total
- 1M
- −2.6%
- YTD
- +3.9%
- 1Y
- +0.5%
Per year
- 3Y
- +7.6%
- 5Y
- +0.3%
- 10Y
- +10.2%
- 20Y
- +9.2%
- Since 1986
- +10.0%
Fund facts
As of Jun 30, 2026- Holdings
- 52
- Top 10 holdings
- 34.1%
- Stocks
- 98.9%
Sectors
- Industrials
- 31.9%
- Information Technology
- 24.3%
- Health Care
- 14.6%
- Financials
- 10.5%
- Consumer Discretionary
- 7.5%
- Other
- 10.1%
Top holdings
| Holding | Weight (%) |
|---|---|
| HQYHealthEquity, Inc. | 6.7 |
| CWSTCasella Waste Systems, Inc. | 4.8 |
| AAONAAON, Inc. | 3.4 |
| RGENRepligen Corporation | 3.1 |
| CAMTCamtek Ltd. | 3.0 |
| GLBEGlobal-E Online Ltd. | 2.8 |
| SXIStandex International Corporation | 2.7 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | 2.6 |
| LOARLoar Holdings Inc. | 2.5 |
| KAIKadant Inc. | 2.5 |
Annual returns
1986 from Nov 28 · 2026 through Oct 2