Active Share measures the difference between portfolio holdings and the benchmark. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. Returns for periods less than one year are not annualized. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. We’re looking for companies that are disrupting—and are not being disrupted.”. The Russell 2000 Growth Index measures the performance of Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. A beta of 0.8 means the fund’s total return is likely to move up or down 80% of the market change; 1.25 means total return is likely to move up or down 25% more than the market. WAMCX. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. Current performance may be lower or higher than the data quoted. Weighted Average Market Cap: Average market capitalization of companies held by the fund, weighted by their percentage of fund net assets. Performance for the Institutional Class prior to 1/31/2020 is based on the performance of the Investor Class. Wasatch Global Investors announced today that effective at 4:00 p.m. EDT on September 11, 2020, the Wasatch Ultra Growth Fund—and related institutional strategy Wasatch Small Cap Ultra Growth—will be "soft closed" to new investors. Portfolios with a number less than 1.0 would be considered undervalued, around 1.0 would be considered fair valued and significantly greater than 1.0 would be considered overvalued. Wasatch Ultra Growth Fund (WAMCX) Nasdaq - Nasdaq Delayed Price. Wasatch Ultra Growth Fund. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Returns are not guaranteed and may be higher or lower. Current performance may be lower or higher than the data quoted. The greater the standard deviation, the greater a fund’s volatility (risk). Exchange–traded funds and open ended mutual funds are considered a single population for comparative purposes. Downside Capture explains how well a fund performs in time periods where the benchmark’s returns are less than zero. Current Price: Open: CEO Rating. We’re looking for companies that are disrupting—and are not being disrupted.”. Primary metrics and data points about Wasatch Ultra Growth Fund. The weights are 100% 3-year rating for 36-59 months of total returns, 60% 5 year rating/40% 3-year rating for 60-119 months of total returns, and 50% 10 year rating/30% 3-year rating/20% 3 year rating for 120 or more months of total returns. The Advisor may absorb certain expenses, leading to higher total shareholder returns. Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. Standard Deviation measures the degree to which a fund’s performance has varied from its average performance over a particular time period. While the 10 year overall rating formula seems to give the most weight to the 10 year period, the most recent 3–year period actually has the greatest impact because it is included in all 3 rating periods. Star ratings are based on risk adjusted returns. All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. Upside Capture explains how well a fund performs in time periods where the benchmark’s returns are greater than zero. Closed to most new investors through third party intermediaries, Blend of franchise, disruptive growth, and ballast growth holdings, Awareness of secular trends in economy and industry, Franchise: significant headroom and enduring business model, Disruptive Growth: significant headroom with a shorter horizon, Ballast Growth: stable, consistent growth companies that moderate portfolio risk. Morningstar Category: Small Growth The LSE Group makes no claim, prediction, warranty or representation either as to the results to be obtained from the Fund or Separate Account or the suitability of these indexes for the purpose to which they are being put by Wasatch Global Investors. Portfolio. View mutual fund news, mutual fund market and mutual fund interest rates. Add to watchlist; Add to portfolio; Price (USD) 39.88; Today's Change-1.02 / -2.49%; 1 Year change 55.54%; Data delayed at least 15 minutes, as of Oct 28 2020. View WAMCX holdings data and information to see the mutual fund assets and interests. Active Share measures the difference between portfolio holdings and the benchmark. We look for the following types of companies: Primarily invests in U.S. companies with market caps of less than $5 billion at the time of purchase, *Net expense ratios reflect the expense waiver, if any, contractually agreed to through 01/31/2021. The fund invests primarily in smaller high growth companies. A beta of 0.8 means the fund’s total return is likely to move up or down 80% of the market change; 1.25 means total return is likely to move up or down 25% more than the market. investment, market cap and category. A negative alpha means the fund underperformed the index. NAV As of 12/14/20 $46.48. Investing in small or micro cap funds can be more volatile and loss of principal could be greater than investing in large cap or more diversified funds. Weights are calculated as a percentage of net assets including cash & cash equivalents, FINDING “THE ONE” IN A PANDEMIC At Wasatch Global Investors, we are…, Salt Lake City, Utah, March 6, 2020—Wasatch Global Investors announced today that…, Metrics matter to John Malooly, manager of the small-cap-focused Wasatch Ultra Growth…, Decidedly few corners of the investing world are capable of engaging the…. The fund may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed markets, emerging markets, or frontier markets. View & analyze the WAMCX fund chart by total assets, risk rating, Min. Salt Lake City, Utah, August 14, 2020 —Wasatch Global Investors announced today that effective at 4:00 p.m. EDT on September 11, 2020, the Wasatch Ultra Growth Fund—and related institutional strategy Wasatch Small Cap Ultra Growth—will be “soft closed” to new investors. Average Market Cap ($ Weighted) $6.66B. Star ratings are based on risk adjusted returns. References to specific securities should not be construed as recommendations by the Fund or its Advisor. Standard Deviation measures the degree to which a fund’s performance has varied from its average performance over a particular time period. Dividend history information is presently unavailable for this company. Overall (out of 578 Funds) The composite primarily invests in smaller high growth companies with the goal of long-term growth of capital. The Morningstar Rating for funds, or 'star rating', is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed end funds, and separate accounts) with at least a 3-year history. R-Squared measures (from 0 to 1.0) how closely a fund’s movements are correlated with movements of its benchmark. The single most important factor in a company's success is the team that's leading the company. Russell® is a trademark(s) of the relevant LSE Group company and is used by any other LSE Group company under license. Beta measures a fund’s risk in relation to the market. Wasatch Ultra Growth Fund;Investor mutual fund holdings by MarketWatch. Russell® is a trademark(s) of the relevant LSE Group company and is used by any other LSE Group company under license. It will invest the fund's assets in the equity securities of companies which the managers consider to be rapidly growing. P/E to Growth Rate: Forward 12-month P/E ratio divided by the estimated 5-year EPS growth rate. We look for the following types of companies: Primarily invests in U.S. companies with market caps of less than $5 billion at the time of purchase, *Net expense ratios reflect the expense waiver, if any, contractually agreed to through 01/31/2021. Est. Characteristics AS OF 09/30/20. A positive alpha means the fund outperformed the index. Upside Capture explains how well a fund performs in time periods where the benchmark’s returns are greater than zero. Total Expense Ratio: Institutional Class 1.10% The Advisor has contractually agreed to limit certain expenses to 1.05% through at least 1/31/2021. WAMCX: Wasatch Ultra Growth Fund - Fund Holdings. Portfolio Turnover: A measure of trading activity in a fund’s portfolio over the past 12 months expressed as a percentage of the fund’s average total assets. Ticker WGMCX. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10 year (if applicable) Morningstar Rating metrics. The LSE Group makes no claim, prediction, warranty or representation either as to the results to be obtained from the Fund or Separate Account or the suitability of these indexes for the purpose to which they are being put by Wasatch Global Investors. Data shows past performance and is not indicative of future performance. The Fund was rated 5, 5 and 5 stars against 578, 507 and 383 funds in the category for the for the 3-, 5- and 10-year periods, respectively. Wasatch Funds are distributed by ALPS Distributors, Inc. As of 11/30/20 Wasatch Funds are distributed by ALPS Distributors, Inc. ©2020 Wasatch Global Investors Returns are not guaranteed and may be higher or lower. Also the top two Mutual Funds that are holding company’s shares are Wasatch Ultra Growth Fund and ARK ETF Tr-ARK Genomic Revolution ETF. The Fund will be closed to new purchases, except purchases by new shareholders purchasing directly from … 2020 © Morningstar, Inc. All Rights Reserved. Wasatch Global Investors announced today that effective at 4:00 p.m. EDT on September 11, 2020, the Wasatch Ultra Growth Fund—and related institutiona Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Analyze the Fund Wasatch Ultra Growth Fund having Symbol WAMCX for type mutual-funds and perform research on other mutual funds. ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. The hypothetical chart does not reflect the deduction of fees, sales charges, or taxes that you would pay on fund distributions or the redemption of fund shares. Morningstar Rating: Wasatch Ultra Growth Fund. 1099. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. Research information including asset allocation, sector weightings and top holdings for Wasatch Ultra Growth Fund. Number of Holdings. Research information including fund fees, cost projections and minimum investments for Wasatch Ultra Growth Fund. P/E Ratio (forward and trailing): Sum of stock prices of the fund’s holdings divided by the aggregate earnings per share of those holdings for the next 12 months (forward), or past 12 months (trailing), calculated as a weighted harmonic average. Daily Change As of 12/14/20 $0.38 / 0.82%. Investing in foreign securities, especially in emerging and frontier markets, entails special risks, such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus. 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