Wasatch Core Growth Fund (WGROX)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
WGROX Chart
Wasatch Core Growth Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LN Louis Navellier NAVELLIER & ASSOCIATES Inc. | 9,674 | $712,586.84 | $800,233.28 | $87,646.44 | 12.3% |
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Wasatch Core Growth Fund Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund is designed for investors seeking exposure to smaller high-growth companies. With a strategic focus on equities, particularly common stocks, it targets businesses expected to experience rapid earnings growth. The fund's managers employ a discerning investment approach, emphasizing potential rather than size, and are not reluctant to concentrate investments in leading sectors they believe will deliver superior performance. This investment philosophy allows for up to 30% of the fund's assets to be allocated to international firms, broadening the diversity and potential for unique opportunities beyond domestic markets. The fund’s agile and focused investment strategy, leveraging sectors like information technology, health care, consumer discretionary, financials, and industrials, aims to capture the dynamism of smaller companies poised for substantial growth.
Products and Services
- Equity Securities Investments
At the core of the fund's portfolio are equity securities, primarily common stock, of smaller companies identified by the managers as having significant growth potential. This approach underscores the fund’s commitment to tapping into the expansive possibilities of rapid earnings expansion, making it a critical component of its investment strategy.
- International Securities Investments
Allocating up to 30% of its total assets to securities issued by foreign companies, the fund opens avenues for investors to diversify and access global growth opportunities. This international exposure is carefully curated to balance the potential rewards with the unique risks inherent in overseas markets.
- Sector-Focused Investments
The fund’s strategy includes a deliberate concentration in a few dynamic sectors: information technology, health care, consumer discretionary, financials, and industrials. By focusing a large portion of its assets in these areas, the fund aims to leverage sector-specific growth trends, benefiting from the rapid developments and innovations characteristic of these industries.
