WGROX (Wasatch:Core Growth;Inv)
Net Asset Value: 39.34 1-Day Return: 0.04 (0.10%) YTD Return as of 2/9/12:Up 8.79%

Classification: Small-Cap Growth   Objective: Growth   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 8.79 13.50 28.17 3.10 6.20
Classification 11.81 3.29 24.39 3.08 6.19
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)932185353

Fund Stats

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Investment Objective:Growth
Net Assets ($Mil)508.40
Inception Date:12/6/86
Manager Name, TenureLambert/Taylor, 2005 / 2000
Expense Ratio: 1.22%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Copart Inc Ord CPRT 5.35
Dfc Global Corp Ord DLLR 3.71
Life Time Fitness Inc Ord LTM 3.33
Waste Connections Inc Ord WCN 3.15
Idex Corp Ord IEX 3.13
Alliance Data Systems Corp Ord ADS 3.09
Polypore International Inc Ord PPO 3.09
Mednax Inc Ord MD 2.99
Herbalife Ltd Ord HLF 2.96
Monro Muffler Brake Inc Ord MNRO 2.63
% of Total Holdings 33.43

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