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. 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 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. 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…. Russell® is a trademark(s) of the relevant LSE Group company and is used by any other LSE Group company under license. Portfolio holdings are subject to risks and may change at any time. 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. Est. Emerging India Emerging Markets Select Emerging Markets Small Cap Frontier Emerging Small Countries Greater China Global 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. And Wasatch Core Growth is another Gold-rated fund that's reopening. The Advisor may absorb certain expenses, leading to higher total shareholder returns. View 13F filing holders of Wasatch Core Growth Fund-Investor Class shares. The greater the standard deviation, the greater a fund’s volatility (risk). 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. Portfolio Characteristics, Allocations and Top Ten Holdings are derived from a representative account. Registration does not imply a certain level of skill or training. We have a couple of Artisan funds. 5-year EPS Growth %: Estimated percentage increase in earnings per share (EPS) per year of the fund's holdings over the next 5 years. 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. Income is a secondary objective, but only when consistent with long-term growth of capital. Returns are not guaranteed and may be higher or lower. We believe these companies should be able to grow at superior rates through both good and bad economic environments.”. Returns for periods less than one year are not annualized. Past performance is not indicative of future results. Upside Capture explains how well a fund performs in time periods where the benchmark's returns are greater than zero. Wasatch Funds are distributed by ALPS Distributors, Inc. The Small Cap Growth Composite contains fully discretionary equity accounts following the Small Cap Growth style. Performance is preliminary and subject to change. Returns are not guaranteed and may be higher or lower. Artisan International Value, Silver-rated. The composite primarily invests in smaller growing companies at reasonable prices with the goal of long-term growth of capital. 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 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. 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. 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. Upside Capture explains how well a fund performs in time periods where the benchmark’s returns are greater than zero. The composite primarily invests in small growth companies with the goal of long-term growth of capital. Wasatch claims compliance with the Global Investment Performance Standards (GIPS®). Since inception performance is calculated from 12/31/1986. Fund holdings are subject to risks and may change at any time. Star ratings are based on risk adjusted returns. The composite primarily invests in smaller high growth companies with the goal of long-term growth of capital. ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. Est. While the 10 year overall rating formula seems to give the most weight to the 10 year period, the most recent 3–year period actually has the greatest impact because it is included in all 3 rating periods. Wasatch Global Investors is an independent registered investment advisor. Morningstar Rating: Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small cap. Core Growth Micro Cap Micro Cap Value Small Cap Growth Small Cap Value Ultra Growth Hoisington U.S. Treasury Non-U.S. 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. Beta measures a fund's risk in relation to the market. The Fund’s other share class may have different performance characteristics. 2020 © Morningstar, Inc. All Rights Reserved. Exchange–traded funds and open ended mutual funds are considered a single population for comparative purposes. Source: Wasatch and FactSet. His investment career has spanned more than 20 years, during which he has covered small-, mid- and large-cap growth stocks across all sectors. Alpha measures a fund’s risk/reward potential. Standard Deviation measures the degree to which a fund's performance has varied from its average performance over a particular time period. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the data quoted. All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. To receive a complete list of composite descriptions of Wasatch composites and/or a GIPS-compliant presentation, e-mail inforequest@wasatchglobal.com. Past performance is no guarantee of future results. We believe these companies can grow at superior rates through both good and bad economic environments.”. Wasatch Core Growth Fund - The investment seeks long-term growth of capital; income is a secondary consideration. Beta measures a fund’s risk in relation to the market. 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. 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 A positive alpha means the fund outperformed the index. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally 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 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. 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 ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. That's also been closed since 2011. 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. Wasatch Global Investors closed Wasatch Core Growth and Wasatch Small Cap Growth to most new investors on July 31, 2020. 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. References to specific securities should not be construed as recommendations by the Fund or its Advisor. Korngiebel joined Wasatch Advisors in 2015, providing additional research support and leadership for the entire U.S. small-cap equity team. 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… Wasatch Small Cap Growth Investor WAAEX Morningstar Analyst Rating Analyst rating as of Aug 21, 2020 Quote Fund Analysis ... Intermediate-Term Core-Plus … Downside Capture explains how well a fund performs in time periods where the benchmark's returns are less than zero. See performance data and interactive charts for Wasatch Core Growth Fund (WGROX). Wasatch Announces Reopening of Core Growth, International Growth, and Small Cap Growth Funds Wasatch Global Investors announced the reopening of the … 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. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. 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. All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. 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… 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. The Russell 2000 Growth Index measures the performance of Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. A ny investors hoping to find a Small Cap Blend fund might consider looking past Wasatch Core Growth Fund (WGROX). Returns for periods less than one year are not annualized. Source: Wasatch and FactSet. 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). Wasatch Small Cap Growth Investor WAAEX Morningstar Analyst Rating Analyst rating as of Aug 21, 2020 Quote Fund Analysis ... Intermediate-Term Core-Plus … We search for companies with defensible business models and great management teams. Morningstar Category: Small Growth A positive alpha means the fund outperformed the index. Active Share measures the difference between portfolio holdings and the benchmark. ©2020 Wasatch Global Investors Country weights are calculated as a percentage of total portfolio including cash & cash equivalents. A negative alpha means the fund underperformed the index. The Russell 2000 Index represents the smallest 2,000 companies in the Russell 3000 Index, ranked by total market capitalization. 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 U.S. Dollar is the currency used to express performance. P/E to Growth Rate: Forward 12-month P/E ratio divided by the estimated 5-year EPS growth rate. Overall (out of 578 Funds) A negative alpha means the fund underperformed the index. 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. Investing in small or micro cap funds can be more volatile and loss of principal could be greater than investing in large cap or more diversified funds. 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. An R-squared of 1.0 would mean that the fund's movements are completely correlated with the movements of its benchmark. 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