Wasatch E Growth Fund Quote
| WGROX Fund | USD 86.88 1.39 1.63% |
PerformanceOK
| Odds Of DistressLow
|
Wasatch E is trading at 86.88 as of the 23rd of July 2025; that is 1.63 percent up since the beginning of the trading day. The fund's open price was 85.49. Wasatch E has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
The fund invests primarily in smaller growing companies at reasonable prices. It may invest up to 20 percent of the funds total assets in the equity securities of foreign companies . 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.. More on Wasatch E Growth
Moving together with Wasatch Mutual Fund
Wasatch Mutual Fund Highlights
| Fund Concentration | Wasatch Funds, Large Funds, Small Growth Funds, Small Growth, Wasatch (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Wasatch E Growth [WGROX] is traded in USA and was established 23rd of July 2025. Wasatch E is listed under Wasatch category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Wasatch family. This fund at this time has accumulated 3.24 B in net assets with minimum initial investment of 2 K. Wasatch E Growth is currently producing year-to-date (YTD) return of 5.71%, while the total return for the last 3 years was 11.89%.
Check Wasatch E Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wasatch Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wasatch Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wasatch E Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wasatch E Growth Mutual Fund Constituents
| OLLI | Ollies Bargain Outlet | Stock | Consumer Discretionary | |
| ODFL | Old Dominion Freight | Stock | Industrials | |
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| EPAM | EPAM Systems | Stock | Information Technology | |
| TCBI | Texas Capital Bancshares | Stock | Financials | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| OZK | Bank Ozk | Stock | Financials | |
| MORN | Morningstar | Stock | Financials |
Wasatch E Growth Risk Profiles
| Mean Deviation | 0.9988 | |||
| Semi Deviation | 1.1 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.81 |
Wasatch E Against Markets
Other Information on Investing in Wasatch Mutual Fund
Wasatch E financial ratios help investors to determine whether Wasatch Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wasatch with respect to the benefits of owning Wasatch E security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |