Wasatch Ultra Growth Fund (WAMCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in smaller high growth companies. It will invest the fund's assets in the equity securities of companies which the managers consider to be rapidly growing. It may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. The fund may invest a large percentage of its assets in a few sectors, including information technology, financials, health care, consumer discretionary and industrials. It may invest in initial public offerings (IPOs).


1 month+3.98% 3 years+16.52%
3 months+4.32% 5 years+15.46%
1 year+6.31% Since inception+10.03%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+15.46%+14.84%
Expense ratio1.41%1.40%
Risk 5 year sharpe ratio0.990.96
Net assets$107.3M$804.1M
Average market cap$1.1B$2.8B
Average P/E26.326.3
Portfolio turnover----

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyWasatch
Fund manager & tenureJohn Malooly / 2 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00


U.S. stock73.75%
International stock18.41%
Fixed income6.07%
Top 5 Sectors
Portfolio weighting
Hardware 20.28%
Healthcare 13.40%
Business service 11.02%
Financial service 10.44%
Consumer service 7.36%
Top 10 Holdings
Portfolio weighting
POWI Power Integrations Inc3.04%
-- Greenspring Global Partners Ii Greenspring Ii Series A72.78%
MMYT MakeMyTrip Ltd2.39%
-- Yes Bank Ltd2.18%
SGEN Seattle Genetics Inc2.17%
PPO Polypore International Inc2.11%
FLTX FleetMatics Group PLC2.06%
CTSH Cognizant Technology Solutions Corp Class A1.95%
ULTI Ultimate Software Group Inc1.93%
CSOD Cornerstone OnDemand Inc1.91%

To view my watchlist

Not a member yet?

Sign up now for a free account

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2014 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2014. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2014 and/or its affiliates.