Wasatch Ultra Growth (WAMCX)
* As of 30-Apr-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Greenspring Global Partners Ii Greenspring Ii Series A7||2.38||24.74|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.26%|
Performance & Risk
|5y Avg Return:||13.90%|
|Rank in Category (ytd):||33|
|% Rank in Category (ytd):||4.32%|
|Morningstar Risk Rating:||3|
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 consumer discretionary, financials, health care, industrials and information technology. It may invest in initial public offerings (IPOs). View More