wasatch small cap core growth

The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. We have a couple of Artisan funds. For comparison purposes the composite is measured against the Russell 2000 Growth and the Russell 2000 indices. The Advisor may absorb certain expenses, leading to higher total shareholder returns. Portfolio Turnover: A measure of trading activity in a fund's portfolio over the past 12 months expressed as a percentage of the fund's average total assets. Star ratings are based on risk adjusted returns. A beta of 0.8 means the fund's total return is likely to move up or down 80% of the market change; 1.25 means total return is likely to move up or down 25% more than the market. Investing in small or micro cap funds can be more volatile and loss of principal could be greater than investing in large cap or more diversified funds. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. Downside Capture explains how well a fund performs in time periods where the benchmark’s returns are less than zero. These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. Morningstar Rating: P/E Ratio (forward and trailing): Sum of stock prices of the fund's holdings divided by the aggregate earnings per share of those holdings for the next 12 months (forward), or past 12 months (trailing), calculated as a weighted harmonic average. His investment career has spanned more than 20 years, during which he has covered small-, mid- and large-cap growth stocks across all sectors. Russell® is a trademark(s) of the relevant LSE Group company and is used by any other LSE Group company under license. Exchange–traded funds and open ended mutual funds are considered a single population for comparative purposes. The composite primarily invests in smaller high growth companies with the goal of long-term growth of capital. Beta measures a fund’s risk in relation to the market. Wasatch claims compliance with the Global Investment Performance Standards (GIPS®). The Russell 2000 Index represents the smallest 2,000 companies in the Russell 3000 Index, ranked by total market capitalization. We believe these companies should be able to grow at superior rates through both good and bad economic environments.”. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. The weights are 100% 3-year rating for 36-59 months of total returns, 60% 5 year rating/40% 3-year rating for 60-119 months of total returns, and 50% 10 year rating/30% 3-year rating/20% 3 year rating for 120 or more months of total returns. R-Squared measures (from 0 to 1.0) how closely a fund's movements are correlated with movements of its benchmark. Returns are not guaranteed and may be higher or lower. The Russell 2000 Growth Index measures the performance of Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. Alpha measures a fund's risk/reward potential. The Small Cap Core Growth Composite contains fully discretionary equity accounts following the Small Cap Core Growth style. A positive alpha means the fund outperformed the index. A negative alpha means the fund underperformed the index. Morningstar Category: Small Growth A ny investors hoping to find a Small Cap Blend fund might consider looking past Wasatch Core Growth Fund (WGROX). Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. That's also been closed since 2011. Find the latest Wasatch Small Cap Growth Fund I (WIAEX) stock quote, history, news and other vital information to help you with your stock trading and investing. Past performance is no guarantee of future results. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10 year (if applicable) Morningstar Rating metrics. Portfolios with a number less than 1.0 would be considered undervalued, around 1.0 would be considered fair valued and significantly greater than 1.0 would be considered overvalued. References to specific securities should not be construed as recommendations by the Fund or its Advisor. These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. The Morningstar Rating for funds, or 'star rating', is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed end funds, and separate accounts) with at least a 3-year history. The LSE Group does not accept any liability whatsoever to any person arising out of (a) the use of, reliance on or any error in the Index or (b) investment in or operation of the Fund or Separate Account. The composite primarily invests in small growth companies with the goal of long-term growth of capital. Income is a secondary objective, but only when consistent with long-term growth of capital. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. Portfolio holdings are subject to risks and may change at any time. A positive alpha means the fund outperformed the index. And Wasatch Core Growth is another Gold-rated fund that's reopening. PSORX PNC Multi Factor Small Cap Core R6 HRSRX Hood River Small-Cap Growth Investor AOFAX Alger Small Cap Focus A AOFCX Alger Small Cap Focus C WISGX Segall Bryant & Hamill Small Cap GrInstl ANOHX American Century Small Cap Growth Fund The U.S. Dollar is the currency used to express performance. WGROX bears a Zacks Mutual … We search for companies with defensible business models and great management teams. Standard Deviation measures the degree to which a fund's performance has varied from its average performance over a particular time period. The Fund was rated 3, 4 and 5 stars against 578, 507 and 383 funds in the category for the for the 3-, 5- and 10-year periods, respectively. Wasatch Funds are distributed by ALPS Distributors, Inc. Portfolios with a number less than 1.0 would be considered undervalued, around 1.0 would be considered fair valued and significantly greater than 1.0 would be considered overvalued. Wasatch Funds are distributed by ALPS Distributors, Inc. Beta measures a fund's risk in relation to the market. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Emerging India Emerging Markets Select Emerging Markets Small Cap Frontier Emerging Small Countries Greater China Global See performance data and interactive charts for Wasatch Core Growth Fund (WGROX). All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. Source: Wasatch and FactSet. Source: Wasatch and FactSet. Investing in foreign securities, especially in emerging and frontier markets, entails special risks, such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus. Past performance is not indicative of future results. THE CASE GOING FORWARD Regardless of whether or not March 23, 2020 remains the permanent trough of the Covid-19 panic, we think we’ve been able to invest in dynamic companies at prices that may look like bargains … We look for companies with: Primarily invests in U.S. companies with market caps of less than $5 billion at the time of purchase, *Net expense ratios reflect the expense waiver, if any, contractually agreed to through 01/31/2021. The Small Cap Ultra Growth Composite contains fully discretionary equity accounts following the Small Cap Ultra Growth style. Research information including trailing returns and hypothetical growth for Wasatch Core Growth … Fund holdings are subject to risks and may change at any time. P/E Ratio (forward and trailing): Sum of stock prices of the fund’s holdings divided by the aggregate earnings per share of those holdings for the next 12 months (forward), or past 12 months (trailing), calculated as a weighted harmonic average. The LSE Group makes no claim, prediction, warranty or representation either as to the results to be obtained from the Fund or Separate Account or the suitability of these indexes for the purpose to which they are being put by Wasatch Global Investors.

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