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Wasatch Core Growth Fund Institutional Class Shares (WIGRX)

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110.05 +1.68    +1.55%
25/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.97B
Type:  Fund
Market:  United States
Issuer:  Wasatch
Asset Class:  Equity
Wasatch Core Growth Institutional 110.05 +1.68 +1.55%

WIGRX Overview

 
On this page you'll find an in-depth profile of Wasatch Core Growth Fund Institutional Class Shares. Learn about the key management, total assets, investment strategy and contact information of WIGRX among other information.
Category

Small Growth

Total Assets

2.97B

Expenses

1.05%

Inception Date

40939

Investment Strategy

The investment seeks long-term growth of capital; income is a secondary objective. The fund invests primarily in smaller growing companies at reasonable prices. It may invest up to 20% of the fund’s total assets in the equity securities (typically common stock) of foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States). Securities issued by companies incorporated outside the United States whose securities are principally traded in the United States are not defined as foreign companies and are not subject to this limitation.

Contact Information

Address P.O. Box 2172
Milwaukee,WI
United States
Phone +1 8005511700

Top Executives

Name Title Since Until
Michael K. Valentine Portfolio Manager 2017 Now
Biography Mike Valentine, portfolio manager, joined Wasatch Advisors in September 2016 as a portfolio manager for the domestic research team. Prior to joining the Advisor, Mr. Valentine was a portfolio manager at Point72 in Boston where he led a team of analysts and managed a long/short fund focused on the technology and telecom sectors. From 2005 to 2012 Mr. Valentine worked at Fidelity Investments as both an analyst and then a portfolio manager covering various industries and sectors ranging from agricultural chemicals to health care. Mr. Valentine holds a Bachelor of Arts degree in Computer Science from Amherst College in Amherst, MA.
Paul S. Lambert Portfolio Manager 2005 Now
Biography Paul Lambert joined Wasatch Advisors as an analyst in 2000. From 1999 until joining the Advisor, Mr. Lambert worked for Fidelity Investments. Mr. Lambert holds a Bachelor of Science in Finance from the University of Utah. He was a founding member of the University of Utah's investment club.
J.B. Taylor Portfolio Manager 2000 Now
Biography JB Taylor is chief executive officer of Wasatch Advisors and a member of its board of directors. He has been the lead portfolio manager for the Wasatch Small Cap Core Growth and Wasatch Small Cap Growth portfolios since 2000 and 2016, respectively. In addition, he is a portfolio manager for the Wasatch Global Small Cap portfolios. Taylor joined Wasatch Advisors as a research analyst in 1996, working on Wasatch Micro Cap Growth portfolios. He began working on Wasatch Small Cap Core Growth portfolios as a senior research analyst in 1999.
Samuel S. Stewart Founder 1986 2005
Biography Sam Stewart was the founder of Wasatch Advisors. During his 43 year tenure, he grew Wasatch to over $17 Billion in assets. Before Wasatch, Sam was a professor of finance at Columbia and the University of Utah, and a Chief Financial Analyst at the SEC. Sam is currently the Lead Portfolio Manager on the Seven Canyons Strategic Income Fund and is also a Portfolio Manager on the Seven Canyons World Innovators Fund and Ark Global Emerging Markets LP.
Jeff Cardon CEO 1986 1997
Biography Jeff Cardon, CFA is a Director of Wasatch. He was Chief Executive Officer of Wasatch from 2009 to January 2016, and President and Treasurer of the Advisor from 1995 to January 2016. Mr. Cardon joined the Advisor in 1980. He holds a Bachelor of Science in Finance from the University of Utah.
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