Morningstar

Wasatch Ultra Growth Fund Institutional Class Shares WGMCX

Morningstar Medalist Rating
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Medalist Rating as of See Wasatch Investment Hub
  • NAV / 1-Day Return $36.62  /  +0.90 %
  • Fund Size $404.8M
  • Adjusted Expense Ratio 1.050%
  • Net Expense Ratio 1.050%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis WGMCX

Will WGMCX 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 WGMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WGMCX 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 WGMCX’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 Institutional 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WGMCX

More WGMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HealthEquity Inc

4.38 20M
Healthcare

Casella Waste Systems Inc Class A

3.70 17M
Industrials

Freshpet Inc

3.62 17M
Consumer Defensive

JFrog Ltd Ordinary Shares

3.07 14M
Technology

RBC Bearings Inc

2.99 14M
Industrials

PDF Solutions Inc

2.97 14M
Technology

Loar Holdings Inc

2.93 14M
Industrials

Adaptive Biotechnologies Corp

2.61 12M
Healthcare

Johnnic Holdings Ltd

2.58 12M
Industrials

Viking Therapeutics Inc

2.53 12M
Healthcare

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