Wasatch Core Growth
PO Box 2172 Milwaukee, WI 53201-2172
Map
Phone: 800-551-1700
| Category: | Small Growth | | Fund Family: | Wasatch | | Net Assets: | 743.92M | | Year-to-Date Return: | -16.54% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Nov-86 |
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J.B. Taylor
Lead Manager since
31-Dec-00 | | | Taylor has been a portfolio manager with Wasatch Advisors since 1999. He joined the firm in 1996 as a securities analyst. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. Income is a secondary consideration. The fund normally invests at least 65% of assets in the equity securities of rapid 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. |
| Last Dividend
(28-Dec-06):
| 0.14 | | Last Cap Gain
(28-Dec-07):
| 7.81 | | Annual Holdings Turnover
| 54.00% | | Average for Category:
| 113.59% |
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| Expense | WGROX | Category
Avg | | Total Expense Ratio: | 1.18%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.65% | | 3 Yr Expense Projection*: |
$375 | $692 | | 5 Yr Expense Projection*: |
$650 | $1,095 | | 10 Yr Expense Projection*: |
$1,433 | $2,169 |
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0.29% Nasdaq 
0.14%
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