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Wasatch Ultra Growth WAMCX

Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 32.89  /  1.47 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • 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
  • Turnover 25%

Morningstar’s Analysis WAMCX

Will WAMCX outperform in future?

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

A strong management team and sound investment process underpin Wasatch Ultra Growth's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings WAMCX

  • Current Portfolio Date
  • Equity Holdings 63
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 30.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.83
45,849,906
Healthcare
3.73
44,642,011
Consumer Defensive
3.16
37,904,095
Healthcare
3.09
37,073,508
Consumer Cyclical
2.96
35,411,593
Technology
2.81
33,633,813
Technology
2.76
33,046,151
Basic Materials
2.76
33,015,926
Consumer Cyclical
2.60
31,090,120
Technology
2.56
30,613,509
Technology