WIGRX Mutual Fund

WIGRX Mutual Fund

NAV$78.27
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Fund Essentials - as of Jun 30, 2026

Net Assets
$1.2B
Expense Ratio
1.05%
Dividend Yield (Current)
-
Holdings
56
Inception Date
Jan 31, 2012
Fund Family
Wasatch Global Investors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+1.29%
1 Year-1.02%
3 Year+6.97%
5 Year+0.80%
10 Year+11.02%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
HQYHealthequity Inc6.76%
CWSTCasella Waste Systems, Inc., Class A4.86%
AAONAaon, Inc.3.46%
RGENRepligen Corp3.09%
CAMTCamtek Ltd.2.96%
Top 10 Concentration: 34.03%Report Date: Jun 30, 2026
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Dividend Summary

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Latest Distribution
$15.83
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WIGRX Mutual Fund Overview

WIGRX Mutual Fund (Wasatch Core Growth Fund Institutional Class Shares) is managed by Wasatch Global Investors with $1.24B in net assets. WIGRX expense ratio is 1.05%, holding 56 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2012-01-31.

WIGRX performance shows a YTD return of 1.29%. The 1-year return is -1.02% and the 5-year return is 0.80%.

WIGRX top holdings include Healthequity Inc (6.8%), Casella Waste Systems, Inc., Class A (4.9%), Aaon, Inc. (3.5%), Repligen Corp (3.1%), Camtek Ltd. (3.0%). Go to all WIGRX holdings, WIGRX sectors, or WIGRX dividends.

WIGRX can be compared against other funds. Use WIGRX overlap to find shared positions, or WIGRX vs another fund for a side-by-side view. WIGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.