Wasatch Ultra Growth
PO Box 2172 Milwaukee, WI 53201-2172
Map
Phone: 800-551-1700
| Category: | Small Growth | | Fund Family: | Wasatch | | Net Assets: | 116.08M | | Year-to-Date Return: | 40.35% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Aug-92 |
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Ajay Krishnan
Lead Manager since
01-Jan-00 | | | Krishnan has been a portfolio manager for the Wasatch Ultra Growth Fund since 2000. He served as a portfolio manager for the Global Science & Technology Fund from 2000 through January 2007. Krishnan joined their research team 1994 as a securities analyst. He worked previously with P&B Laboratories and Viv Consultants. Krishnan holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. Income is a secondary consideration, but only when consistent with long-term growth of capital. The fund invests primarily in the equity securities of rapidly growing small and medium size companies with market capitalizations of less than $5 billion. It may invest up to 30% of total assets in securities issued by foreign companies in developed or emerging markets. |
| Last Dividend
(30-Dec-92):
| 0.00 | | Last Cap Gain
(28-Dec-07):
| 3.52 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 132.21% |
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| Expense | WAMCX | Category
Avg | | Total Expense Ratio: | 1.55%
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 490 | $680 | | 5 Yr Expense Projection*: |
$ 846 | $1,078 | | 10 Yr Expense Projection*: |
$ 1,847 | $2,174 |
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