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Wasatch Core Growth Fund (WGROX)

US Funds

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106.21 +1.40 +1.34%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 2.31B

Type: Fund

Market: United States

Issuer: Wasatch

Asset Class: Equity

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WGROX Holdings

Comprehensive information about top holdings and Key Holding Information for the Wasatch Core Growth (WGROX) fund. Our Wasatch Core Growth portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.01	1.01	0.00
Stocks	98.99	98.99	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	29.61	22.46
Price to Book	4.58	3.22
Price to Sales	3.56	2.14
Price to Cash Flow	18.44	12.39
Dividend Yield	0.49	0.68
5 Years Earnings Growth	15.35	14.17

Sector Allocation

Name	Net %	Category Average
Technology	26.29	24.49
Industrials	22.14	19.88
Financial Services	15.91	9.08
Healthcare	12.56	20.44
Consumer Cyclical	11.09	11.52
Consumer Defensive	5.82	4.18
Basic Materials	3.76	3.61
Real Estate	2.43	3.13

Region Allocation

Equities

North America
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 55

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Healthequity Inc	US42226A1079	3.58	104.25	-0.38%
Shift4 Payments Inc	US82452J1097	3.54	109.78	+0.46%
Guidewire	US40171V1008	3.17	202.82	+1.48%
Clearwater Analytics Holdings Inc Class A	-	3.11	-	-
Kadant	US48282T1043	3.07	419.01	+2.59%
Morningstar	US6177001095	2.70	346.21	+1.81%
RBC Bearings	US75524B1044	2.64	336.82	+3.81%
Cohen Steers	US19247A1007	2.62	103.42	+1.40%
Paylocity Holdng	US70438V1061	2.50	205.28	+1.75%
Hamilton Lane	US4074971064	2.47	199.55	+0.70%

Top Equity Funds by Wasatch

Name	Total Assets	YTD%	3Y%	10Y%
Wasatch Core Growth Institutional	2.97B	12.13	1.13	12.46
Wasatch Small Cap Growth Institutio	1.38B	9.52	-9.71	-
Wasatch Small Cap Value Fund Instit	1.12B	11.49	5.43	10.18
Wasatch Small Cap Growth Investor	952.36M	9.42	-9.81	9.61
Wasatch Ultra Growth	675.36M	8.79	-10.10	12.58

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Wasatch Core Grow.	106.21	+1.40	+1.34%