Wasatch Core Growth Fund (WGROX) Fund Overview

Wasatch Core Growth Fund (WGROX) Financial Services Profile

Wasatch Core Growth Fund (WGROX) is a financial services firm focused on long-term capital appreciation through investments in growing companies, with a strategic allocation of up to 20% in international markets. It operates within the asset management industry, emphasizing growth stocks and diversification to achieve its investment objectives.

What Is the Investment Thesis for WGROX?

With a market cap of $2.02 billion and a beta of 1.40, WGROX offers exposure to a diversified portfolio of growth-oriented equities. The fund's ability to allocate up to 20% of its assets to international markets provides a strategic advantage in capturing global growth opportunities. Key value drivers include the fund's active management approach, which seeks to identify companies with strong growth potential. Upcoming catalysts include potential gains from investments in emerging markets as these economies develop. However, potential risks include market volatility and the impact of global economic conditions on the fund's international holdings. The absence of a dividend yield may deter some investors seeking immediate income, but aligns with the fund's focus on capital appreciation.

Based on FMP financials and quantitative analysis

WGROX Key Highlights

Market capitalization of $2.02 billion indicates a substantial asset base, providing stability and diversification.

• Beta of 1.40 suggests higher volatility compared to the market, indicating potential for greater returns but also increased risk.
• Investment focus on growing companies aligns with a strategy to capture long-term capital appreciation.
• Allocation of up to 20% of assets in foreign companies allows for diversification and access to international growth opportunities.
• Absence of dividend yield reflects the fund's emphasis on capital growth rather than income generation.

Who Are WGROX's Competitors?

WGROX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are WGROX's Key Strengths?

Experienced investment team.

• Diversified investment approach.
• Focus on high-growth companies.
• International market exposure.

What Are WGROX's Weaknesses?

Higher beta indicates increased volatility.

• Absence of dividend yield may deter some investors.
• Reliance on active management performance.
• Potential impact from global economic conditions.

What Are the Key Risks for WGROX?

Market volatility and economic downturns impacting portfolio performance.

• Geopolitical risks affecting international investments.
• Increased competition in the asset management industry.
• Regulatory changes and compliance costs increasing operational expenses.

What Are WGROX's Competitive Advantages?

• Established track record in identifying and investing in growing companies.
• Experienced investment team with expertise in various sectors and geographies.
• Disciplined investment process based on thorough research and analysis.
• Strong relationships with companies and industry experts.

What Does WGROX Do?

Wasatch Core Growth Fund (WGROX) is an investment vehicle dedicated to achieving long-term capital growth, with income generation as a secondary objective. The fund operates under a mandate to invest primarily in the equity securities of companies exhibiting growth potential. A significant aspect of WGROX's strategy involves diversification through international exposure, allowing up to 20% of its total assets to be allocated to securities issued by foreign companies. These investments span developed, emerging, and frontier markets, providing a broad geographic scope. The fund's investment approach is centered on identifying and investing in companies that demonstrate strong growth characteristics. This includes a focus on factors such as revenue growth, earnings potential, and competitive positioning within their respective industries. The fund's portfolio construction reflects a commitment to balancing risk and return, with a focus on long-term performance. By allocating a portion of its assets to international markets, WGROX aims to capture growth opportunities beyond the United States, while also mitigating concentration risk. The fund's investment decisions are guided by thorough research and analysis, with the goal of delivering consistent, long-term value to its investors. Securities issued by companies incorporated outside the United States but principally traded within the United States are treated differently, not being classified as foreign companies and therefore not subject to the 20% limitation. This nuanced approach allows the fund to maintain flexibility in its investment strategy, ensuring that it can capitalize on opportunities presented by companies with a significant U.S. presence, regardless of their country of incorporation. As of 2026, Wasatch Core Growth Fund continues to refine its investment strategies to adapt to evolving market conditions and investor needs.

What Products and Services Does WGROX Offer?

• Invests in equity securities of growing companies.
• Aims for long-term capital growth.
• Allocates up to 20% of assets to foreign companies.
• Operates within developed, emerging, and frontier markets.
• Focuses on companies with strong growth characteristics.
• Balances risk and return through diversification.
• Conducts thorough research and analysis for investment decisions.

How Does WGROX Make Money?

• Generates revenue through management fees based on assets under management (AUM).
• Focuses on identifying and investing in high-growth companies.
• Diversifies investments across various sectors and geographies.
• Utilizes active management strategies to enhance portfolio performance.

What Industry Does WGROX Operate In?

Wasatch Core Growth Fund operates within the asset management industry, which is characterized by increasing competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. WGROX's focus on growth stocks and international diversification positions it to capitalize on emerging market opportunities. Competitors such as ABSZX, CLM, CSVIX, FIDLX, and FSCRX offer similar investment strategies, but WGROX's specific approach to stock selection and international allocation differentiates it within the competitive landscape. The asset management industry is expected to continue growing, driven by increasing global wealth and demand for investment products.

Who Are WGROX's Key Customers?

• Individual investors seeking long-term capital growth.
• Institutional investors, including pension funds and endowments.
• Financial advisors and wealth managers.
• Retirement plans and other investment vehicles.

WGROX Financials

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WGROX Analyst Consensus

WGROX MoonshotScore

What Investors Ask About Wasatch Core Growth Fund (WGROX) — Financials

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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