Wasatch Core Growth Fund
Shareclass
Wasatch Core Growth Institutional (WIGRX)
Type
Open-end mutual fund
Manager
Gender equality score
40
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,274 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Wasatch Core Growth Fund WIGRX
Environment
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Globant SA1.52% of assets$65.27M invested
- 2. Medpace Holdings Inc1.32% of assets$56.58M invested
- 3. Novanta Inc1.71% of assets$73.55M invested
- 4. Valvoline Inc2.7% of assets$115.9M invested
- 5. MarketAxess Holdings Inc1.83% of assets$78.52M invested
- 6. Morningstar Inc2.72% of assets$116.85M invested
- 7. Procore Technologies Inc2.45% of assets$105.19M invested
- 8. Freshpet Inc1.1% of assets$47.43M invested
- 9. CyberArk Software Ltd1.05% of assets$45.05M invested
- 10. Certara Inc Ordinary Shares1.21% of assets$51.89M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. RBC Bearings Inc2.61% of assets$112.09M invested
- 2. Ncino Inc Ordinary Shares1.08% of assets$46.25M invested
- 3. Cohen & Steers Inc1.68% of assets$72.16M invested
- 4. Clearwater Analytics Holdings Inc Class A1.66% of assets$71.13M invested
- 5. UFP Industries Inc1.11% of assets$47.56M invested
- 6. Ollie's Bargain Outlet Holdings Inc2.66% of assets$114.3M invested
- 7. Helios Technologies Inc0.81% of assets$34.75M invested
- 8. CSW Industrials Inc2.36% of assets$101.41M invested
- 9. Saia Inc1.87% of assets$80.37M invested
- 10. Five Below Inc0.91% of assets$39.15M invested
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Financial performance
Performance data provided by
Find more financial data on WIGRX at Morningstar.com
Find more financial data on WIGRX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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