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-0.37% 3 years+13.70%
3 months-4.55% 5 years+15.37%
1 year+5.61% Since inception+10.14%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+15.37%+19.88%
Expense ratio1.41%1.41%
Risk 5 year sharpe ratio1.070.98
Net assets$109.5M$806.8M
Average market cap$1.1B$2.8B
Average P/E27.725.4
Portfolio turnover25%25%

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. stock73.98%
International stock18.38%
Fixed income5.32%
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
MMYT MakeMyTrip Ltd2.96%
POWI Power Integrations Inc2.87%
-- Greenspring Global Partners Ii Greenspring Ii Series A72.42%
-- Yes Bank Ltd2.41%
PPO Polypore International Inc2.30%
HZNP Horizon Pharma Inc2.12%
PDFS PDF Solutions Inc1.99%
SGEN Seattle Genetics Inc1.97%
FLTX FleetMatics Group PLC1.93%
CTSH Cognizant Technology Solutions Corp Class A1.89%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes 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. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.