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Wasatch Ultra Growth (WAMCX)

25.34 Up 0.17(0.68%) Nov 26
Prev Close:25.17
YTD Return*:-0.12%
Net Assets*:108.26M
Yield*:N/A

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WAMCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
POWI3.04-9.78
Greenspring Global Partners Ii Greenspring Ii Series A72.7852.70
MMYT.BO2.39-6.62
YESBANK2.189.90
SGEN2.17-16.69

Fund Basics

Morningstar Overall Rating:
Total Assets:108.26M
Category:Small Growth
Annual Report Expense Ratio (net):1.29%

Performance & Risk

YTD Return:-0.12%
5y Avg Return:16.69%
Rank in Category (ytd):54
% Rank in Category (ytd):7.37%
Beta (3y):1.15
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in smaller high growth companies. It will invest the fund's assets in the equity securities of companies which the managers consider to be rapidly growing. It may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. The fund may invest a large percentage of its assets in a few sectors, including information technology, financials, health care, consumer discretionary and industrials. It may invest in initial public offerings (IPOs). View More
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