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Morningstar

Wasatch Ultra Growth Institutional WGMCX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 32.10  /  +0.44 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • 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 —
  • Turnover 25%

USD | NAV as of May 14, 2024 | 1-Day Return as of May 14, 2024, 10:17 PM GMT+0

Morningstar’s Analysis WGMCX

Will WGMCX 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 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Freshpet Inc

4.26 49.3 Mil
Consumer Defensive

Paylocity Holding Corp

3.43 39.7 Mil
Technology

Intra-Cellular Therapies Inc

3.29 38.1 Mil
Healthcare

HealthEquity Inc

3.24 37.4 Mil
Healthcare

Balchem Corp

2.75 31.8 Mil
Basic Materials

PDF Solutions Inc

2.73 31.5 Mil
Technology

Nova Ltd

2.57 29.7 Mil
Technology

Monday Com

2.44 28.2 Mil
—

Inspire Medical Systems Inc

2.39 27.7 Mil
Healthcare

Trex Co Inc

2.38 27.5 Mil
Industrials