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Morningstar

Wasatch Ultra Growth WAMCX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 30.81  /  −0.36 %
  • Total Assets 1.0 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%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:22 PM GMT+0

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.

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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WAMCX

More WAMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Intra-Cellular Therapies Inc

3.83 45.8 Mil
Healthcare

Freshpet Inc

3.73 44.6 Mil
Consumer Defensive

Inspire Medical Systems Inc

3.16 37.9 Mil
Healthcare

Floor & Decor Holdings Inc Class A

3.09 37.1 Mil
Consumer Cyclical

Paylocity Holding Corp

2.96 35.4 Mil
Technology

CyberArk Software Ltd

2.81 33.6 Mil
Technology

Balchem Corp

2.76 33.0 Mil
Basic Materials

Five Below Inc

2.76 33.0 Mil
Consumer Cyclical

Nova Ltd

2.60 31.1 Mil
Technology

Globant SA

2.56 30.6 Mil
Technology