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Wasatch Core Growth Fund Institutional Class Shares: (MF: WIGRX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$95.92 USD
+1.87 (1.99%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in December 1986 and is managed by Credit Suisse Asset Management. The fund seeks long-term capital appreciation on an after-tax basis. The fund implements an explicit investment strategy of seeking to reduce, though not eliminate, taxable distributions to shareholders. The fund invests primarily in equity securities of U.S. companies. The fund seeks well-known and established companies across a range of industries. The fund distributes dividends and capital gains annually, in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Institutional | WIGRX | NA | NA | 2.00 | 0.00 | 1.00 | 1.05 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | WGROX | 92.20 | 11/18/1986 | 0.00 | 20.25 | 0.66 | 12.55 |
| Wasatch Core Growth Fund Inst | WIGRX | 95.92 | 1/31/2012 | 0.00 | 20.39 | 0.78 | 12.70 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Wasatch Core Growth Institutional | WIGRX | CLOSED | 99 | 99 | A |
Contact Information
| Family | Wasatch |
| Address | 150 Social Hall Ave, 4th Fl Salt Lake City, UT 84111 |
| Phone | 800 551-1700 |