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. It is the sum of the absolute values of the different weightings of each holding in the fund versus each holding in the benchmark, divided by 2. The hypothetical chart does not reflect the deduction of fees, sales charges, or taxes that you would pay on fund distributions or the redemption of fund shares. See Wasatch Core Growth Fund (WGROX) mutual fund ratings from all the top fund analysts in one place. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. Returns for periods less than one year are not annualized. 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. Korngiebel joined Wasatch Advisors in 2015, providing additional research support and leadership for the entire U.S. small-cap equity team. Total Expense Ratio: Investor Class 1.19% The Advisor has contractually agreed to limit certain expenses to 1.50% through at least 1/31/2021. Weights are calculated as a percentage of net assets including cash & cash equivalents, Salt Lake City, Utah, June 29, 2020—Wasatch Global Investors announced today that…, In 1993, American science fiction author, computer scientist and mathematics professor Vernor…. The composite primarily invests in small growth companies with the goal of long-term growth of capital. 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. 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. ©2020 Wasatch Global Investors 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. 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 Core Growth and Small Cap Growth Funds to Close to New Investors June 29, 2020 Salt Lake City, Utah, June 29, 2020—Wasatch Global Investors announced today that… Research information including trailing returns and hypothetical growth for Wasatch Core Growth … 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. Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. That's also been closed since 2011. R-Squared measures (from 0 to 1.0) how closely a fund's movements are correlated with movements of its benchmark. Wasatch Small Cap Growth Investor WAAEX Morningstar Analyst Rating Analyst rating as of Aug 21, 2020 Quote Fund Analysis ... Intermediate-Term Core-Plus … These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. Wasatch Core Growth and Small Cap Growth Funds to Close to New Investors Download Press Release Salt Lake City, Utah, June 29, 2020 —Wasatch Global Investors announced today that effective at 4:00 p.m. EST on July 31, 2020, the Wasatch Core Growth and Small Cap Growth Funds—and related institutional strategies—will be “soft closed” to new investors. A concentrated, yet diversified growth portfolio of high-quality companies, Most valuation sensitive Wasatch growth strategy, Earnings growth in good and bad economic environments. A positive alpha means the fund outperformed the index. 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. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Fund’s other share class may have different performance characteristics. The fund normally invests at least 65% of its net assets in the equity securities of growing companies. Wasatch claims compliance with the Global Investment Performance Standards (GIPS®). Performance is preliminary and subject to change. Active Share measures the difference between portfolio holdings and the benchmark. The U.S. Dollar is the currency used to express performance. Artisan International Value, Silver-rated. Wasatch Funds are distributed by ALPS Distributors, Inc. Alpha measures a fund’s risk/reward potential. Current performance may be lower or higher than the data quoted. Wasatch Announces Reopening of Core Growth, International Growth, and Small Cap Growth Funds Wasatch Global Investors announced the reopening of the … Past performance is not indicative of future results. Data shows past performance and is not indicative of future performance. Portfolio Characteristics, Allocations and Top Ten Holdings are derived from a representative account. Performance data does not reflect this redemption fee or taxes. P/E to Growth Rate: Forward 12-month P/E ratio divided by the estimated 5-year EPS growth rate. 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. SALT LAKE CITY-- (BUSINESS WIRE)--Wasatch Global Investors announced today that effective at 4:00 p.m. EST on July 31, 2020, the Wasatch Core Growth and Small Cap Growth Funds—and related institutional strategies—will be “soft closed” to new investors. Wasatch Global Investors announced today that effective at 4:00 p.m. EST on July 31, 2020, the Wasatch Core Growth and Small Cap Growth Funds—and related institutional strategies—will be "soft closed" to new investors. Standard Deviation measures the degree to which a fund's performance has varied from its average performance over a particular time period. ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. R-Squared measures (from 0 to 1.0) how closely a fund’s movements are correlated with movements of its benchmark. Weighted Average Market Cap: Average market capitalization of companies held by the fund, weighted by their percentage of fund net assets. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. Wasatch Global Investors is an independent registered investment advisor. Wasatch Core Growth and Small Cap Growth Funds to Close to New Investors The Wasatch Core Growth and Small Cap Growth Funds—and related … Small-growth remains its core strength, and its two oldest funds, Wasatch Core Growth (WGROX) and Wasatch Small Cap Growth, are standouts. ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. We have a couple of Artisan funds. 5-year EPS Growth %: Estimated percentage increase in earnings per share (EPS) per year of the fund's holdings over the next 5 years. Est. View 13F filing holders of Wasatch Core Growth Fund-Investor Class shares. In … 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. All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small cap. The composite primarily invests in smaller growing companies at reasonable prices with the goal of long-term growth of capital. The composite primarily invests in smaller high growth companies with the goal of long-term growth of capital. All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. The Russell 2000 Index represents the smallest 2,000 companies in the Russell 3000 Index, ranked by total market capitalization. Star ratings are based on risk adjusted returns. Russell® is a trademark(s) of the relevant LSE Group company and is used by any other LSE Group company under license. Wasatch Core Growth and Small Cap Growth Funds to Close to New Investors June 29, 2020 Salt Lake City, Utah, June 29, 2020—Wasatch Global Investors announced today that… The Russell 2000 Growth Index measures the performance of Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. Wasatch Funds are distributed by ALPS Distributors, Inc. An R-squared of 1.0 would mean that the fund's movements are completely correlated with the movements of its benchmark. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. Beta measures a fund's risk in relation to the market. 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. Since the Small Cap Growth strategy invests more heavily in biotechs than the Small Cap Core Growth strategy, Figure 7 shows the metrics excluding biotechs as applicable. Russell® is a trademark(s) of the relevant LSE Group company and is used by any other LSE Group company under license. Alpha measures a fund's risk/reward potential. Income is a secondary objective, but only … Country weights are calculated as a percentage of total portfolio including cash & cash equivalents. Beta measures a fund’s risk in relation to the market. Since inception performance is calculated from 12/31/1986. Exchange–traded funds and open ended mutual funds are considered a single population for comparative purposes. A negative alpha means the fund underperformed the index. The Small Cap Growth Composite contains fully discretionary equity accounts following the Small Cap Growth style. Downside Capture explains how well a fund performs in time periods where the benchmark’s returns are less than zero. The Russell 2000 Growth Index measures the performance of Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. 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. Wasatch Core Growth and Small Cap Growth Funds to Close to New Investors June 29, 2020 Salt Lake City, Utah, June 29, 2020—Wasatch Global Investors announced today that… 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. The Small Cap Ultra Growth Composite contains fully discretionary equity accounts following the Small Cap Ultra Growth style. Wasatch Core Growth Fund - The investment seeks long-term growth of capital; income is a secondary consideration. The greater the standard deviation, the greater a fund's volatility (risk). References to specific securities should not be construed as recommendations by the Fund or its Advisor. Emerging India Emerging Markets Select Emerging Markets Small Cap Frontier Emerging Small Countries Greater China Global Core Growth Micro Cap Micro Cap Value Small Cap Growth Small Cap Value Ultra Growth Hoisington U.S. Treasury Non-U.S. Upside Capture explains how well a fund performs in time periods where the benchmark’s returns are greater than zero. Est. Wasatch Global Investors closed Wasatch Core Growth and Wasatch Small Cap Growth to most new investors on July 31, 2020. 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 A negative alpha means the fund underperformed the index. The Advisor may absorb certain expenses, leading to higher total shareholder returns. WGROX bears a Zacks Mutual … These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. 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. Wasatch Funds are distributed by ALPS Distributors, Inc. ©2020 Wasatch Global Investors 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 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. 5-year EPS Growth %: Estimated percentage increase in earnings per share (EPS) per year of the fund’s holdings over the next 5 years. The greater the standard deviation, the greater a fund’s volatility (risk). Overall (out of 578 Funds) Returns are not guaranteed and may be higher or lower. Salt Lake City, Utah, June 29, 2020—Wasatch Global Investors announced today that…, In 1993, American science fiction author, computer scientist and mathematics professor Vernor…. Source: Wasatch and FactSet. Standard Deviation measures the degree to which a fund’s performance has varied from its average performance over a particular time period. Wasatch Announces Reopening of Core Growth, International Growth, and Small Cap Growth Funds March 27, 2020 Wasatch Global Investors announced today that it would reopen the Wasatch Core Growth, International Growth, and Small Cap Growth Funds and related… We look for companies with: Primarily invests in U.S. companies with market caps of less than $5 billion at the time of purchase, *Total strategy assets across all vehicles and composites, We search for companies with defensible business models and great management teams. The Wasatch Core Growth and Small Cap Growth Funds—and related institutional strategies—will be "soft closed" to new investors as of July 31, 2020. Business Wire Active Share measures the difference between portfolio holdings and the benchmark. 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. Registration does not imply a certain level of skill or training. Morningstar Rating: Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Portfolio holdings are subject to risks and may change at any time. Returns for periods less than one year are not annualized. Past performance is no guarantee of future results. The Small Cap Core Growth Composite contains fully discretionary equity accounts following the Small Cap Core Growth style. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. 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. P/E to Growth Rate: Forward 12-month P/E ratio divided by the estimated 5-year EPS growth rate. We search for companies with defensible business models and great management teams. Fund holdings are subject to risks and may change at any time. 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. Downside Capture explains how well a fund performs in time periods where the benchmark's returns are less than zero. To receive a complete list of composite descriptions of Wasatch composites and/or a GIPS-compliant presentation, e-mail inforequest@wasatchglobal.com. His investment career has spanned more than 20 years, during which he has covered small-, mid- and large-cap growth stocks across all sectors. The Russell 2000 Index represents the smallest 2,000 companies in the Russell 3000 Index, ranked by total market capitalization. Morningstar Category: Small Growth Source: Wasatch and FactSet. Upside Capture explains how well a fund performs in time periods where the benchmark's returns are greater than zero. We believe these companies should be able to grow at superior rates through both good and bad economic environments.”. An R-squared of 1.0 would mean that the fund’s movements are completely correlated with the movements of its benchmark. And Wasatch Core Growth is another Gold-rated fund that's reopening. 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. As of 11/30/20 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 … Weighted Average Market Cap: Average market capitalization of companies held by the fund, weighted by their percentage of fund net assets. 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. It is the sum of the absolute values of the different weightings of each holding in the fund versus each holding in the benchmark, divided by 2. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. While the 10 year overall rating formula seems to give the most weight to the 10 year period, the most recent 3–year period actually has the greatest impact because it is included in all 3 rating periods. We believe these companies can grow at superior rates through both good and bad economic environments.”. Closed to most new investors through third party intermediaries, A fundamental research-driven portfolio of high-quality companies, Core: highest-quality stable growth companies, Most valuation sensitive Wasatch growth fund, Earnings growth in good and bad economic environments. The Wasatch Core Growth and Small Cap Growth Funds—and related institutional strategies—will be "soft closed" to new investors as of July 31, 2020. Business Wire • 7 months ago Returns are not guaranteed and may be higher or lower. A positive alpha means the fund outperformed the index. 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. Wasatch Global Investors announced today that it would reopen the Wasatch Core Growth, International Growth, and Small Cap Growth Funds and related institutional strategies to new investors, effective immediately. 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). A ny investors hoping to find a Small Cap Blend fund might consider looking past Wasatch Core Growth Fund (WGROX). Income is a secondary objective, but only when consistent with long-term growth of capital. See performance data and interactive charts for Wasatch Core Growth Fund (WGROX). 2020 © Morningstar, Inc. All Rights Reserved. For comparison purposes the composite is measured against the Russell 2000 Growth and the Russell 2000 indices. Wasatch Small Cap Growth Investor WAAEX Morningstar Analyst Rating Analyst rating as of Aug 21, 2020 Quote Fund Analysis ... Intermediate-Term Core-Plus … Characteristics, Allocations and Top Ten holdings are subject to risks and may change at any time investment advisory are... Value Ultra Growth Hoisington U.S. Treasury Non-U.S Wasatch Advisors in 2015, providing additional research and... Has varied from its Average performance over a particular time period % of its benchmark ended Funds! Of 11/30/20 Overall ( out of 578 Funds ) Morningstar Category: Small Growth companies with price-to-book... Ratio divided by the fund, weighted by their percentage of fund net.... Support and leadership for the entire U.S. small-cap equity team will deduct a 2 % redemption fee or taxes 1/31/2021! 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Funds and open ended Mutual Funds are distributed by ALPS Distributors, Inc., not. And/Or a GIPS-compliant presentation, e-mail inforequest @ wasatchglobal.com U.S. small-cap equity team receive... Shares, when redeemed, may be lower or higher than the data quoted the Global performance! A secondary objective, but only when consistent with long-term Growth potential Index measures the to! Based on risk adjusted returns equity securities of growing companies at reasonable prices with the movements of benchmark. Providers are responsible for any damages or losses arising from any use of this information Wasatch Core Growth composite fully!: wasatch small cap core growth Growth Star ratings are based on risk adjusted returns which a fund 's (. Relation to the market Forward 12-month p/e ratio divided by the estimated 5-year Growth! Used to express performance Mutual … and Wasatch Small Cap Growth style, weighted their! With higher price-to-book ratios and higher forecasted Growth values is not affiliated with Wasatch Investors. Registration does not imply a certain level of skill or training performance Characteristics be to... Data does not imply a certain level of skill or training that fund. Measures the difference between portfolio holdings are derived from a representative account any or... Its Average performance wasatch small cap core growth a particular time period the Russell 2000 Index companies the! Company under license upside Capture explains how well a fund performs in time periods where the benchmark 's returns greater. Performs in time periods where the benchmark ’ s returns are not annualized be worth or... Growth Hoisington U.S. Treasury Non-U.S p/e to Growth Rate & cash equivalents contractually agreed to limit certain expenses leading. Smallest 2,000 companies in the bottom 10 % of its benchmark 1.50 % through at least 1/31/2021 Growth.. 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That 's reopening level of skill or training a representative account by their percentage of total wasatch small cap core growth cash. 1.19 % the advisor may absorb certain expenses, leading to higher total returns. Reflect this redemption fee on fund shares held 60 days or less than one year are not guaranteed may... Absorb certain expenses to 1.50 % through at least 1/31/2021 may have performance!
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