WGROX Rating, Research - Wasatch Core Growth

Wasatch Core Growth (wgrox)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 32

Threats + Weaknesses = 16

When strengths & opportunities substantially exceed threats & weaknesses an investment in the wgrox mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Wasatch Core Growth (WGROX) Description: WGROX is a mutual fund, which is an investment that owns a basket of assets. The WGROX mutual fund was provided by Wasatch and this investment vehicle derives the majority of its value from equity holdings (stocks). Wasatchs mutual fund has a long management tenure and is in the average fund size classification. WGROXs minimum initial investment amount is $2000 while the IRA minimum is $1000. WGROXs expense ratio is roughly 1%. The latest WGROXs front end load was 0% and the back end load was 0%. The Wasatch Core Growth (WGROX) mutual fund falls under the small growth category. WGROX focuses its investments in USA and WGROX is not affiliated with a particular industry or fund sector. The Wasatch Core Growth (WGROX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WGROXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WGROXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 50% of assets in equity securities (see equity research) of small-sized companies. Small-sized companies are companies with capitalization less than $1 billion or annual gross revenues of less than $500 million. It may also invest in larger companies with strong growth potential or relatively well-known potential for capital appreciation. The fund may invest in foreign equity and debt securities, which may include investments in emerging markets. It can invest assets in derivatives.

Management Analysis Update

Performance Analysis Update