WGROX Mutual Fund

WGROX Mutual Fund (Wasatch Core Growth Fund Investor Class) is managed by Wasatch Global Investors with $1.10B in net assets. WGROX expense ratio is 1.16%, holding 49 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 1986-12-08.

WGROX performance shows a YTD return of 4.40%. The 1-year return is -1.65% and the 5-year return is 0.47%. WGROX dividend yield stands at 7.91%, paid annually.

WGROX top holdings include Healthequity Inc (6.8%), Casella Waste Systems, Inc., Class A (4.9%), Aaon, Inc. (3.5%), Repligen Corp (3.1%), Camtek Ltd. (3.0%). Go to all WGROX holdings, WGROX sectors, or WGROX dividends.

WGROX can be compared against other funds. Use WGROX overlap to find shared positions, or WGROX vs another fund for a side-by-side view. WGROX alternatives are available via the screener, along with tax-loss harvesting opportunities.