Wasatch Funds Trust - Wasatch Core Growth Fund(NASDAQMUTFUND) WGROX

Wasatch Core Growth Fund focuses on significant long-term capital appreciation while considering income generation as a secondary objective. The fund primarily invests in equity shares of expanding companies, with a commitment to maintaining a diversified portfolio.

Products and Services

• Invests at least 65% of net assets in equity shares of growing companies
• Allows up to 20% investment in international securities from developed and emerging markets
• Aims for long-term capital appreciation with a secondary focus on income generation

Growth Outlook

• Recent stock price range between $67.86 and $86.08 indicates strong market interest
• Trailing twelve months dividend yield stands at 7.85%, appealing to income-focused investors
• Market capitalization of approximately $2.29 billion reflects robust investor confidence

Financial Highlights

• Recent quarterly data shows consistent performance despite market fluctuations
• Dividend per share of $6.35 demonstrates commitment to returning value to investors
• Beta of 1.134 suggests performance closely aligned with overall market trends

The Wasatch Core Growth Fund is designed for investors seeking long-term capital growth through a diversified investment strategy. By focusing on expanding companies, the fund aims to capitalize on growth opportunities while also providing a competitive dividend yield. The recent performance metrics indicate a solid foundation for potential investors, with a strong market presence and a commitment to shareholder returns.