Morningstar

Wasatch Ultra Growth Fund Institutional Class Shares WGMCX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 37.69  /  −0.40 %
  • Total Assets 439.0M
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 30%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

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 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.

by Morningstar Automated Analysis
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Portfolio Holdings WGMCX

More WGMCX Holdings
  • 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

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