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Morningstar

Wasatch Ultra Growth WAMCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 29.40  /  0.51 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.160%
  • Distribution Fee Level 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 34%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:18 PM GMT+00:00

Morningstar’s Analysis WAMCX

Will WAMCX outperform in 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.

Summary

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A sound investment process and strong management team underpin Wasatch Ultra Growth's Morningstar Quantitative Rating of Gold. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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