Wasatch Core Growth Fund (WGROX) Research
This fund primarily aims for significant capital appreciation over the long term, considering income generation to be a secondary objective. It typically dedicates at least 65% of its net assets to the equity shares of expanding companies. The fund has the discretion to invest up to 20% of its total assets, at the time of acquisition, in the securities of international companies operating in developed, emerging, or frontier economies. However, shares from companies incorporated outside the United States but principally traded within the U.S. are not classified as foreign for this specific investment restriction.
Market snapshot
- Symbol
- WGROX
- Price
- $77.93
- Day change
- +2.07%
- Market cap
- $2.2B
- 52-week range
- 67.86-87.58
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AB Discovery Value Fund (ABSZX)
- Cornerstone Strategic Value Fund, Inc. (CLM)
- Calvert Small-Cap Fund (CSVIX)
- Fidelity Advisor Large Cap Fund (FIDLX)
- Fidelity Small Cap Discovery Fund (FSCRX)
- Fidelity Stock Sector Mid Cap Fund (FSSMX)
- John Hancock Classic Value Fund (PZFVX)
- Cohen & Steers Infrastructure Fund, Inc (UTF)
Open Wasatch Core Growth Fund (WGROX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.