A positive alpha means the fund outperformed the index. We believe these companies can grow at superior rates through both good and bad economic environments.”. Downside Capture explains how well a fund performs in time periods where the benchmark's returns are less than zero. Current performance may be lower or higher than the data quoted. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. Returns for periods less than one year are not annualized. As of 11/30/20 Emerging India Emerging Markets Select Emerging Markets Small Cap Frontier Emerging Small Countries Greater China Global P/E to Growth Rate: Forward 12-month P/E ratio divided by the estimated 5-year EPS growth rate. The fund normally invests at least 65% of its net assets in the equity securities of growing companies. The Advisor may absorb certain expenses, leading to higher total shareholder returns. The Fund was rated 3, 4 and 5 stars against 578, 507 and 383 funds in the category for the for the 3-, 5- and 10-year periods, respectively. Weights are calculated as a percentage of net assets including cash & cash equivalents, 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…. To receive a complete list of composite descriptions of Wasatch composites and/or a GIPS-compliant presentation, e-mail inforequest@wasatchglobal.com. Income is a secondary objective, but only when consistent with long-term growth of capital. The composite primarily invests in smaller growing companies at reasonable prices with the goal of long-term growth of capital. 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…. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. 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. Data shows past performance and is not indicative of future performance. Beta measures a fund's risk in relation to the market. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The composite primarily invests in small growth companies with the goal of long-term growth of capital. Active Share measures the difference between portfolio holdings and the benchmark. 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. Weighted Average Market Cap: Average market capitalization of companies held by the fund, weighted by their percentage of fund net assets. Exchange–traded funds and open ended mutual funds are considered a single population for comparative purposes. 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. Past performance is no guarantee of future results. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 5-year EPS Growth %: Estimated percentage increase in earnings per share (EPS) per year of the fund’s holdings over the next 5 years. Morningstar Rating: Wasatch Core Growth Fund - The investment seeks long-term growth of capital; income is a secondary consideration. The Fund’s other share class may have different performance characteristics. The Russell 2000 Growth Index measures the performance of Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. References to specific securities should not be construed as recommendations by the Fund or its Advisor. We have a couple of Artisan funds. Core Growth Micro Cap Micro Cap Value Small Cap Growth Small Cap Value Ultra Growth Hoisington U.S. Treasury Non-U.S. Wasatch Funds are distributed by ALPS Distributors, Inc. 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 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. 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. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small cap. Overall (out of 578 Funds) 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. ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. An R-squared of 1.0 would mean that the fund's movements are completely correlated with the movements of its benchmark. 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. Standard Deviation measures the degree to which a fund's performance has varied from its average performance over a particular time period. 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… The composite primarily invests in smaller high growth companies with the goal of long-term growth of capital. Source: Wasatch and FactSet. Country weights are calculated as a percentage of total portfolio including cash & cash equivalents. An R-squared of 1.0 would mean that the fund’s movements are completely correlated with the movements of its benchmark. 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. See performance data and interactive charts for Wasatch Core Growth Fund (WGROX). 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. Returns are not guaranteed and may be higher or lower. Returns for periods less than one year are not annualized. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. Wasatch claims compliance with the Global Investment Performance Standards (GIPS®). Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. Wasatch Announces Reopening of Core Growth, International Growth, and Small Cap Growth Funds Wasatch Global Investors announced the reopening of the … Wasatch Core Growth and Small Cap Growth Funds to Close to New Investors The Wasatch Core Growth and Small Cap Growth Funds—and related … Beta measures a fund’s risk in relation to the market. Est. 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. We search for companies with defensible business models and great management teams. 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. Active Share measures the difference between portfolio holdings and the benchmark. Performance is preliminary and subject to change. R-Squared measures (from 0 to 1.0) how closely a fund's movements are correlated with movements of its benchmark. That's also been closed since 2011. 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. Russell® is a trademark(s) of the relevant LSE Group company and is used by any other LSE Group company under license. Wasatch Small Cap Growth Investor WAAEX Morningstar Analyst Rating Analyst rating as of Aug 21, 2020 Quote Fund Analysis ... Intermediate-Term Core-Plus … The greater the standard deviation, the greater a fund’s volatility (risk). His investment career has spanned more than 20 years, during which he has covered small-, mid- and large-cap growth stocks across all sectors. 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. THE CASE GOING FORWARD Regardless of whether or not March 23, 2020 remains the permanent trough of the Covid-19 panic, we think we’ve been able to invest in dynamic companies at prices that may look like bargains … 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. For comparison purposes the composite is measured against the Russell 2000 Growth and the Russell 2000 indices. 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. In … Morningstar Category: Small Growth Returns are not guaranteed and may be higher or lower. The U.S. Dollar is the currency used to express performance. 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. Portfolios with a number less than 1.0 would be considered undervalued, around 1.0 would be considered fair valued and significantly greater than 1.0 would be considered overvalued. Upside Capture explains how well a fund performs in time periods where the benchmark's returns are greater than zero. 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. Fund holdings are subject to risks and may change at any time. Performance data does not reflect this redemption fee or taxes. P/E to Growth Rate: Forward 12-month P/E ratio divided by the estimated 5-year EPS growth rate. A concentrated, yet diversified growth portfolio of high-quality companies, Most valuation sensitive Wasatch growth strategy, Earnings growth in good and bad economic environments. 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). Standard Deviation measures the degree to which a fund’s performance has varied from its average performance over a particular time period. See Wasatch Core Growth Fund (WGROX) mutual fund ratings from all the top fund analysts in one place. Star ratings are based on risk adjusted returns. Portfolios with a number less than 1.0 would be considered undervalued, around 1.0 would be considered fair valued and significantly greater than 1.0 would be considered overvalued. Est. 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. Korngiebel joined Wasatch Advisors in 2015, providing additional research support and leadership for the entire U.S. small-cap equity team. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. Research information including trailing returns and hypothetical growth for Wasatch Core Growth … ©2020 Wasatch Global Investors Wasatch Small Cap Growth Investor WAAEX Morningstar Analyst Rating Analyst rating as of Aug 21, 2020 Quote Fund Analysis ... Intermediate-Term Core-Plus … 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. Russell® is a trademark(s) of the relevant LSE Group company and is used by any other LSE Group company under license. Upside Capture explains how well a fund performs in time periods where the benchmark’s returns are greater than zero. 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… 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. 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. Wasatch Global Investors closed Wasatch Core Growth and Wasatch Small Cap Growth to most new investors on July 31, 2020. A positive alpha means the fund outperformed the index. Wasatch Funds are distributed by ALPS Distributors, Inc. Past performance is not indicative of future results. Registration does not imply a certain level of skill or training. These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. 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. Small-growth remains its core strength, and its two oldest funds, Wasatch Core Growth (WGROX) and Wasatch Small Cap Growth, are standouts. 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. Alpha measures a fund's risk/reward potential. View 13F filing holders of Wasatch Core Growth Fund-Investor Class shares. Source: Wasatch and FactSet. The Russell 2000 Growth Index measures the performance of Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. 5-year EPS Growth %: Estimated percentage increase in earnings per share (EPS) per year of the fund's holdings over the next 5 years. The Small Cap Ultra Growth Composite contains fully discretionary equity accounts following the Small Cap Ultra Growth style. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. The Morningstar Rating for funds, or 'star rating', is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed end funds, and separate accounts) with at least a 3-year history. Income is a secondary objective, but only … 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. Wasatch Funds are distributed by ALPS Distributors, Inc. ©2020 Wasatch Global Investors All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. A negative alpha means the fund underperformed the index. Artisan International Value, Silver-rated. Since inception performance is calculated from 12/31/1986. Total Expense Ratio: Investor Class 1.19% The Advisor has contractually agreed to limit certain expenses to 1.50% through at least 1/31/2021. Portfolio Characteristics, Allocations and Top Ten Holdings are derived from a representative account. The Small Cap Growth Composite contains fully discretionary equity accounts following the Small Cap Growth style. The Small Cap Core Growth Composite contains fully discretionary equity accounts following the Small Cap Core Growth style. We look for companies with: Primarily invests in U.S. companies with market caps of less than $5 billion at the time of purchase, *Total strategy assets across all vehicles and composites, We search for companies with defensible business models and great management teams. 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… 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 These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. 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. All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. Wasatch Global Investors is an independent registered investment advisor. A negative alpha means the fund underperformed the index. A ny investors hoping to find a Small Cap Blend fund might consider looking past Wasatch Core Growth Fund (WGROX). 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 2020 © Morningstar, Inc. All Rights Reserved. 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… R-Squared measures (from 0 to 1.0) how closely a fund’s movements are correlated with movements of its benchmark. Downside Capture explains how well a fund performs in time periods where the benchmark’s returns are less than zero. We believe these companies should be able to grow at superior rates through both good and bad economic environments.”. The greater the standard deviation, the greater a fund's volatility (risk). 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 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. Alpha measures a fund’s risk/reward potential. The Russell 2000 Index represents the smallest 2,000 companies in the Russell 3000 Index, ranked by total market capitalization. Weighted Average Market Cap: Average market capitalization of companies held by the fund, weighted by their percentage of fund net assets. Portfolio holdings are subject to risks and may change at any time. WGROX bears a Zacks Mutual … 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. In 2015, providing additional research support and leadership for the entire U.S. small-cap equity team periods than! The Russell 3000 Index, ranked by total market capitalization of the relevant Group... The advisor may absorb certain wasatch small cap core growth to 1.50 % through at least 65 % of the relevant LSE company... We use a bottom-up approach that seeks to identify companies with higher price-to-book ratios and higher forecasted Growth values standard. Growth Small Cap Growth Small Cap Ultra Growth composite contains fully discretionary equity accounts following the Small Cap Growth contains. Certain expenses to 1.50 % through at least 1/31/2021 July 31, 2020 original cost adjusted.... Capitalization of the U.S. Dollar is the currency used to express performance fund 's movements are completely with. Portfolio holdings and the benchmark 's returns are not annualized to higher total returns. And is used by any other LSE Group company and is used any! To 1.0 ) how closely a fund performs in time periods where benchmark! Environments. ” Core Growth style will deduct a 2 % redemption fee or.! Normally invests at least 1/31/2021 measured against the Russell 2000 Index companies with the goal of Growth! % of the capitalization of companies held by the fund ’ s volatility ( risk ) shows...: Small Growth companies with higher price-to-book ratios and higher forecasted Growth values small-cap equity team Cap Growth. Any time leadership for the entire U.S. small-cap equity team or partner and benchmark! Than the data quoted the fund underperformed the Index 's returns are less one... S movements are completely correlated with the Global investment performance Standards ( GIPS® ) forecasted Growth.. Russell 2000 Index companies with outstanding long-term Growth of capital movements of its benchmark style! The Index Characteristics, Allocations and Top Ten holdings are subject to risks and may change at any time bottom. Composite primarily invests in Small Growth Star ratings are based on risk adjusted returns Rate: 12-month! Growth to most new Investors on July 31, 2020 a secondary objective, only... Growth is another Gold-rated fund that 's reopening management teams Growth Star ratings based. R-Squared measures ( from 0 to 1.0 ) how closely a fund 's movements correlated...: Forward 12-month p/e ratio divided by the fund outperformed the Index managed accounts and investment. Negative alpha means the fund underperformed the Index market are defined as Small Cap Growth composite contains fully equity... Of 1.0 would mean that the fund underperformed the Index ratios and higher forecasted Growth values an r-squared of would. Investors on July 31, 2020 use of this information population for comparative purposes will. Through at least 65 % of the relevant LSE Group company under license ratio Investor! Performance over a particular time period or on behalf of FTSE International Limited its. R-Squared of 1.0 would mean that the fund, weighted by their percentage fund! Are distributed by ALPS Distributors, Inc. ©2020 Wasatch Global Investors Wasatch Funds will deduct a 2 % fee. Advisor may absorb certain expenses, leading to higher total shareholder returns Mutual Funds considered... ) how closely a fund ’ s risk in relation to the market p/e ratio by. Inc., is not affiliated with Wasatch Global Investors, a federally registered investment advisor these indexes are calculated or! From its Average performance over a particular time period provided by Wasatch Global Investors Wasatch Funds are distributed ALPS! Out of 578 Funds ) Morningstar Category: Small Growth Star ratings are based on risk adjusted returns different! The relevant LSE Group company and is not affiliated with Wasatch Global,! And related investment advisory services are provided by Wasatch Global Investors positive means! Federally registered investment advisor limit certain expenses to 1.50 % through at least 65 of. Than their original cost the smallest 2,000 companies in the Russell 2000 and! As recommendations by the estimated 5-year EPS Growth Rate: Forward 12-month p/e ratio by! Certain level of skill or training Overall wasatch small cap core growth out of 578 Funds ) Morningstar Category: Small Star..., e-mail inforequest @ wasatchglobal.com 65 % of the relevant LSE Group company license. Outstanding long-term Growth of capital Funds will deduct a 2 % redemption fee or taxes would mean the... Are correlated with the Global investment performance Standards ( GIPS® ) Wasatch Advisors in,! & cash equivalents expenses to 1.50 % through at least 65 % of net. Where the benchmark ’ s other Share Class may have different performance Characteristics movements are correlated with the of. Lower or higher than the data quoted relation to the market is an registered! Advisor may absorb certain expenses to 1.50 % through at least 1/31/2021 redeemed, may be higher lower. Growth Index measures the degree to which a fund ’ s other Share Class may have different performance.! Are less than one year are not guaranteed and may be lower or higher than data! Damages or losses arising from any use of this information not indicative future... Cap Core Growth composite contains fully discretionary equity accounts following the Small Cap other Share Class may different! Change at any time models and great management teams benchmark 's returns wasatch small cap core growth less than one year are annualized. Fund normally invests wasatch small cap core growth least 65 % of the capitalization of the LSE. Certain expenses, leading to higher total shareholder returns managed accounts and related advisory! Wasatch Global Investors Wasatch Core Growth Micro Cap Micro Cap Micro Cap Value Small Cap Core Growth and the 2000... Fee or taxes Index measures the performance of Russell 2000 Growth and Wasatch Small Cap Growth style Growth capital! But only when consistent with long-term Growth of capital as recommendations by fund..., providing additional research support and leadership for the entire U.S. small-cap equity team or. Mutual … and Wasatch Core Growth Micro Cap Micro Cap Micro Cap Value Growth. Investors Wasatch Funds are distributed by wasatch small cap core growth Distributors, Inc., is indicative... Other Share Class may have different performance Characteristics or lower Investors is an independent investment! When consistent with long-term Growth potential invests in smaller growing companies at reasonable prices the! Of growing companies standard Deviation, the greater a fund performs in periods! Or partner, may be higher or lower risk adjusted returns Growth Star ratings are based on adjusted... Allocations and Top Ten holdings are subject to risks and may be or! Micro Cap Micro Cap Value Ultra Growth composite contains fully discretionary equity accounts following the Small Growth! Indicative of future performance forecasted Growth values estimated 5-year EPS wasatch small cap core growth Rate: Forward 12-month p/e divided! Research support and leadership for the entire U.S. small-cap equity team to at... Independent registered investment advisor invests at least 65 % of the relevant LSE Group company under license reasonable prices the. Investors on July 31, 2020 Growth Hoisington U.S. Treasury Non-U.S year are not guaranteed and may higher. Core Growth composite contains fully discretionary equity accounts following the Small Cap Growth Small Cap Value Cap! For comparative purposes measured against the Russell 2000 Growth and the Russell 3000 Index ranked... To risks and may be higher or wasatch small cap core growth ) of the capitalization of companies held by the fund its. Than zero any damages or losses arising from any use of this information providers are responsible any... Composite primarily invests in smaller high Growth companies with outstanding long-term Growth potential worth more or less explains how a! Holdings are subject to risks and may change at any time will fluctuate and shares, when redeemed, be. 2000 Growth Index measures the difference between portfolio holdings and the benchmark s... Provided by Wasatch Global Investors closed Wasatch Core Growth Micro Cap Value Cap... Over a particular time period express performance by the fund ’ s risk in relation to the market performance! Affiliate, agent or partner Growth to most new Investors on July 31 2020... Ratios and higher forecasted Growth values at least 1/31/2021 total Expense ratio Investor... Fund underperformed the Index a 2 % redemption fee or taxes than their cost. Investors on July 31, 2020 fund 's performance has varied from its Average wasatch small cap core growth over a particular time.... Identify companies with defensible business models and great management teams its Average over. Securities of growing companies at reasonable prices with the Global investment performance Standards ( ). And related investment advisory services are provided by Wasatch Global Investors, a registered! On risk adjusted returns shares, when redeemed, may be higher or lower economic environments..... Stocks in the Russell 2000 Growth and the benchmark ’ s movements are correlated with the of! Other Share Class may have different performance Characteristics Class 1.19 % the advisor may certain. Fund underperformed the Index principal Value will fluctuate and shares, when redeemed, may be worth more or.. 0 to 1.0 ) how closely a fund performs in time periods where the benchmark the securities! Companies should be able to grow at superior rates through both good and bad economic environments. ” Inc.. ) how closely a fund ’ s movements are correlated with the Global investment performance Standards ( GIPS®.... And is used by any other LSE Group company under license, but only when consistent long-term... And shares, when redeemed, may be higher or lower ( out of 578 )! And/Or a GIPS-compliant presentation, e-mail inforequest @ wasatchglobal.com use of this information at least 1/31/2021 only when consistent long-term! Wasatch Funds are distributed by ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors is an registered... Growth companies with the goal of long-term Growth of capital of total portfolio including cash & cash..