P/E to Growth Rate: Forward 12-month P/E ratio divided by the estimated 5-year EPS growth rate. 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. The Russell 2000 Index represents the smallest 2,000 companies in the Russell 3000 Index, ranked by total market capitalization. Portfolio Characteristics, Allocations and Top Ten Holdings are derived from a representative account. Wasatch Core Growth Fund - The investment seeks long-term growth of capital; income is a secondary consideration. 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. 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. 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. Beta measures a fund’s risk in relation to the market. References to specific securities should not be construed as recommendations by the Fund or its Advisor. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. 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 Global Investors is an independent registered investment advisor. 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 Performance data does not reflect this redemption fee or taxes. We believe these companies should be able to grow at superior rates through both good and bad economic environments.”. A negative alpha means the fund underperformed the index. Registration does not imply a certain level of skill or training. Portfolio holdings are subject to risks and may change at any time. Beta measures a fund's risk in relation to the market. Upside Capture explains how well a fund performs in time periods where the benchmark’s returns are greater than zero. 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 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… 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. 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. 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. The Small Cap Growth Composite contains fully discretionary equity accounts following the Small Cap Growth style. Current performance may be lower or higher than the data quoted. 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. 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. We believe these companies can grow at superior rates through both good and bad economic environments.”. That's also been closed since 2011. Est. Returns are not guaranteed and may be higher or lower. Active Share measures the difference between portfolio holdings and the benchmark. 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…. P/E to Growth Rate: Forward 12-month P/E ratio divided by the estimated 5-year EPS growth rate. Upside Capture explains how well a fund performs in time periods where the benchmark's returns are greater than zero. 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. Emerging India Emerging Markets Select Emerging Markets Small Cap Frontier Emerging Small Countries Greater China Global A positive alpha means the fund outperformed the index. Past performance is not indicative of future results. 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. 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. 5-year EPS Growth %: Estimated percentage increase in earnings per share (EPS) per year of the fund’s holdings over the next 5 years. Returns for periods less than one year are not annualized. Income is a secondary objective, but only when consistent with long-term growth of capital. 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). For comparison purposes the composite is measured against the Russell 2000 Growth and the Russell 2000 indices. Returns are not guaranteed and may be higher or lower. 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… 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 Fund’s other share class may have different performance characteristics. Artisan International Value, Silver-rated. Morningstar Rating: As of 11/30/20 All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. Since inception performance is calculated from 12/31/1986. 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. 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. Wasatch claims compliance with the Global Investment Performance Standards (GIPS®). 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 … Active Share measures the difference between portfolio holdings and the benchmark. Morningstar Category: Small Growth Korngiebel joined Wasatch Advisors in 2015, providing additional research support and leadership for the entire U.S. small-cap equity team. Weighted Average Market Cap: Average market capitalization of companies held by the fund, weighted by their percentage of fund net assets. Research information including trailing returns and hypothetical growth for Wasatch Core Growth … All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. Russell® is a trademark(s) of the relevant LSE Group company and is used by any other LSE Group company under license. WGROX bears a Zacks Mutual … Returns for periods less than one year are not annualized. Est. 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 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… 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. Wasatch Core Growth and Small Cap Growth Funds to Close to New Investors The Wasatch Core Growth and Small Cap Growth Funds—and related … 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. Standard Deviation measures the degree to which a fund’s performance has varied from its average performance over a particular time period. 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. Downside Capture explains how well a fund performs in time periods where the benchmark’s returns are less than zero. 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. Source: Wasatch and FactSet. Source: Wasatch and FactSet. ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. Wasatch Announces Reopening of Core Growth, International Growth, and Small Cap Growth Funds Wasatch Global Investors announced the reopening of the … See Wasatch Core Growth Fund (WGROX) mutual fund ratings from all the top fund analysts in one place. ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. 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 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 R-Squared measures (from 0 to 1.0) how closely a fund's movements are correlated with movements of its benchmark. Fund holdings are subject to risks and may change at any time. An R-squared of 1.0 would mean that the fund's movements are completely correlated with the movements of its benchmark. 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. The composite primarily invests in smaller growing companies at reasonable prices with the goal of long-term growth of capital. Income is a secondary objective, but only … Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. Standard Deviation measures the degree to which a fund's performance has varied from its average performance over a particular time period. Small-growth remains its core strength, and its two oldest funds, Wasatch Core Growth (WGROX) and Wasatch Small Cap Growth, are standouts. Downside Capture explains how well a fund performs in time periods where the benchmark's returns are less than zero. A negative alpha means the fund underperformed the index. The Advisor may absorb certain expenses, leading to higher total shareholder returns. A ny investors hoping to find a Small Cap Blend fund might consider looking past Wasatch Core Growth Fund (WGROX). The greater the standard deviation, the greater a fund’s volatility (risk). 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. Core Growth Micro Cap Micro Cap Value Small Cap Growth Small Cap Value Ultra Growth Hoisington U.S. Treasury Non-U.S. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. R-Squared measures (from 0 to 1.0) how closely a fund’s movements are correlated with movements of its benchmark. 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 Funds are distributed by ALPS Distributors, Inc. ©2020 Wasatch Global Investors Past performance is no guarantee of future results. 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. And Wasatch Core Growth is another Gold-rated fund that's reopening. 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. The U.S. Dollar is the currency used to express performance. A positive alpha means the fund outperformed the index. The fund normally invests at least 65% of its net assets in the equity securities of growing companies. 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. 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. Performance is preliminary and subject to change. See performance data and interactive charts for Wasatch Core Growth Fund (WGROX). These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. Alpha measures a fund’s risk/reward potential. An R-squared of 1.0 would mean that the fund’s movements are completely correlated with the movements of its benchmark. 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. 2020 © Morningstar, Inc. All Rights Reserved. To receive a complete list of composite descriptions of Wasatch composites and/or a GIPS-compliant presentation, e-mail inforequest@wasatchglobal.com. Alpha measures a fund's risk/reward potential. The Small Cap Core Growth Composite contains fully discretionary equity accounts following the Small Cap Core Growth style. The composite primarily invests in smaller high growth companies with the goal of long-term growth of capital. 2 % redemption fee on fund shares held 60 days or less than year... The relevant LSE Group company and is used by any other LSE company. Total shareholder returns Ultra Growth composite contains fully discretionary equity accounts following the Small Cap Growth Cap. 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