Morningstar

Wasatch Ultra Growth Fund WAMCX

Morningstar Medalist Rating
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Medalist Rating as of See Wasatch Investment Hub
  • NAV / 1-Day Return $36.63  /  +0.60 %
  • Fund Size $407.1M
  • Adjusted Expense Ratio 1.200%
  • Net Expense Ratio 1.200%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis WAMCX

Will WAMCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WAMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WAMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WAMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wasatch Ultra Growth holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings WAMCX

More WAMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HealthEquity Inc

4.96 20M
Healthcare

Global E Online Ltd

3.07 12M
Consumer Cyclical

Snowflake Inc Ordinary Shares

3.04 12M
Technology

Johnnic Holdings Ltd

2.92 12M
Industrials

Paymentus Holdings Inc Class A

2.65 11M
Technology

Intuitive Surgical Inc

2.63 10M
Healthcare

BillionToOne Inc Ordinary Shares - Class A

2.61 10M
Healthcare

Repligen Corp

2.52 10M
Healthcare

JFrog Ltd Ordinary Shares

2.44 10M
Technology

Agilysys Inc

2.40 10M
Technology

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