Wasatch Ultra Growth holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Wasatch Ultra Growth Fund WAMCX
- NAV / 1-Day Return 35.84 / −0.22 %
- Total Assets 432.1M
-
Adj. Expense Ratio
1.200%
- Expense Ratio 1.200%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 30%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis WAMCX
Will WAMCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 34.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
HealthEquity Inc | 4.66 | 19M | Healthcare |
Freshpet Inc | 4.47 | 18M | Consumer Defensive |
PDF Solutions Inc | 3.91 | 16M | Technology |
RBC Bearings Inc | 3.84 | 15M | Industrials |
Casella Waste Systems Inc Class A | 3.48 | 14M | Industrials |
Kulicke & Soffa Industries Inc | 2.99 | 12M | Technology |
Johnnic Holdings Ltd | 2.91 | 12M | Industrials |
Fabrinet | 2.86 | 12M | Technology |
JFrog Ltd Ordinary Shares | 2.65 | 11M | Technology |
Camtek Ltd | 2.60 | 10M | Technology |
United States