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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. Actions. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. 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. 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. Downside Capture explains how well a fund performs in time periods where the benchmark’s returns are less than zero. Wasatch Funds are distributed by ALPS Distributors, Inc. ©2020 Wasatch Global Investors Research information including fund fees, cost projections and minimum investments for Wasatch Ultra Growth Fund. The fund invests primarily in smaller high growth companies. Morningstar Category: Small Growth Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. We’re looking for companies that are disrupting—and are not being disrupted.”. Ticker WGMCX. 5-year EPS Growth %: Estimated percentage increase in earnings per share (EPS) per year of the fund’s holdings over the next 5 years. Dividend history information is presently unavailable for this company. The greater the standard deviation, the greater a fund’s volatility (risk). It is the sum of the absolute values of the different weightings of each holding in the fund versus each holding in the benchmark, divided by 2. Wasatch Ultra Growth Fund. Active Share measures the difference between portfolio holdings and the benchmark. Data shows past performance and is not indicative of future performance. Beta measures a fund’s risk in relation to the market. Overall (out of 578 Funds) The fund invests primarily in smaller high growth companies. Performance data does not reflect this redemption fee or taxes. It will invest the fund's assets in the equity securities of companies which the managers consider to be rapidly growing. Active Share measures the difference between portfolio holdings and the benchmark. Upside Capture explains how well a fund performs in time periods where the benchmark’s returns are greater than zero. Returns for periods less than one year are not annualized. 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. Beta measures a fund’s risk in relation to the market. As of 11/30/20 Russell® is a trademark(s) of the relevant LSE Group company and is used by any other LSE Group company under license. Exchange–traded funds and open ended mutual funds are considered a single population for comparative purposes. 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. Star ratings are based on risk adjusted returns. Learn more about mutual funds at fidelity.com. Current performance may be lower or higher than the data quoted. See holdings data for Wasatch Ultra Growth Fund (WAMCX). 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. Portfolio. Our focus is on companies with high-quality management teams and business models. 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 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. WAMCX | A complete Wasatch Ultra Growth Fund;Investor mutual fund overview by MarketWatch. Wasatch Ultra Growth Fund to Close to New Investors August 14, 2020 Salt Lake City, Utah, August 14, 2020—Wasatch Global Investors announced today that effective at … See fees data for Wasatch Ultra Growth Fund (WAMCX). Source: Wasatch and FactSet. Standard Deviation measures the degree to which a fund’s performance has varied from its average performance over a particular time period. Analyze the Fund Wasatch Ultra Growth Fund Institutional Class Shares having Symbol WGMCX for type mutual-funds and perform research on other mutual funds. 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. Fund. The single most important factor in a company's success is the team that's leading the company. WAMCX: Wasatch Ultra Growth Fund - Fund Performance Chart. All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. Fund Description. A negative alpha means the fund underperformed the index. Past performance is no guarantee of future results. The LSE Group does not accept any liability whatsoever to any person arising out of (a) the use of, reliance on or any error in the Index or (b) investment in or operation of the Fund or Separate Account. View & analyze the WAMCX fund chart by total assets, risk rating, Min. 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. Morningstar Rating: Alpha measures a fund’s risk/reward potential. R-Squared measures (from 0 to 1.0) how closely a fund’s movements are correlated with movements of its benchmark. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. 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. These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. The Small Cap Ultra Growth Composite contains fully discretionary equity accounts following the Small Cap Ultra Growth style. A negative alpha means the fund underperformed the index. 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. ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. Get the lastest Fund Holdings for Wasatch Ultra Growth Fund from Zacks Investment Research We’re looking for companies that are disrupting—and are not being disrupted.”. 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…. It is the sum of the absolute values of the different weightings of each holding in the fund versus each holding in the benchmark, divided by 2. Characteristics AS OF 09/30/20. Get Wasatch Ultra Growth Fund (WAMCX:NASDAQ) real-time stock quotes, news and financial information from CNBC. P/E to Growth Rate: Forward 12-month P/E ratio divided by the estimated 5-year EPS growth rate. Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. Total Expense Ratio: Investor Class 1.25% The Advisor has contractually agreed to limit certain expenses to 1.50% through at least 1/31/2021. Wasatch Ultra Growth Fund + Add to watchlist. An R-squared of 1.0 would mean that the fund’s movements are completely correlated with the movements of its benchmark. View WAMCX holdings data and information to see the mutual fund assets and interests. 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. An R-squared of 1.0 would mean that the fund’s movements are completely correlated with the movements of its benchmark. It will invest the fund's assets in the equity securities of companies which the managers consider to be rapidly growing. 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. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. Wasatch Funds are distributed by ALPS Distributors, Inc. Est. Learn more about mutual funds at fidelity.com. Wasatch Ultra Growth Fund;Investor mutual fund holdings by MarketWatch. Downside Capture explains how well a fund performs in time periods where the benchmark’s returns are less than zero. Click Here to read the full story from IBD. Returns are not guaranteed and may be higher or lower. Wasatch Ultra Growth Fund (WAMCX) Nasdaq - Nasdaq Delayed Price. These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. 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. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. A positive alpha means the fund outperformed the index. Weighted Average Market Cap: Average market capitalization of companies held by the fund, weighted by their percentage of fund net assets. The Fund will be closed to new purchases, except purchases by new shareholders purchasing directly from Wasatch Funds, existing shareholders, and … About Wasatch Ultra Growth Fund Wasatch Ultra Growth Fund seeks long-term growth of capital, with income is a secondary objective, but only when consistent with long term growth of capital. The Advisor may absorb certain expenses, leading to higher total shareholder returns. Analyze the Fund Wasatch Ultra Growth Fund having Symbol WAMCX for type mutual-funds and perform research on other mutual funds. 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. Overall (out of 578 Funds) The Russell 2000 Growth Index measures the performance of Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. Standard Deviation measures the degree to which a fund’s performance has varied from its average performance over a particular time period. The greater the standard deviation, the greater a fund’s volatility (risk). References to specific securities should not be construed as recommendations by the Fund or its Advisor. 1099. References to specific securities should not be construed as recommendations by the Fund or its Advisor. Growth of Hypothetical Investment 09/30/10 to 09/30/20 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. As of 11/30/20 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…. Fund holdings are subject to risks and may change at any time. NAV As of 12/14/20 $46.48. Morningstar Category: Small Growth 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. Daily Change As of 12/14/20 $0.38 / 0.82%. P/E to Growth Rate: Forward 12-month P/E ratio divided by the estimated 5-year EPS growth rate. Performance data does not reflect this redemption fee or taxes. Total Expense Ratio: Investor Class 1.25% The Advisor has contractually agreed to limit certain expenses to 1.50% through at least 1/31/2021. 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. Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. Index. The Fund will be closed to new purchases, except purchases by new shareholders purchasing directly from … Wasatch Ultra Growth Fund. Find our live Wasatch Ultra Growth Fund fund basic information. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. View mutual fund news, mutual fund market and mutual fund interest rates. 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. Fund holdings are subject to risks and may change at any time. Exchange–traded funds and open ended mutual funds are considered a single population for comparative purposes. Primary metrics and data points about Wasatch Ultra Growth Fund. The Fund’s other share class may have different performance characteristics. 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. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. Russell 2000® Growth Index. The Russell 2000 Growth Index measures the performance of Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. Russell® is a trademark(s) of the relevant LSE Group company and is used by any other LSE Group company under license. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. WAMCX: Wasatch Ultra Growth Fund - Fund Holdings. The composite primarily invests in smaller high growth companies with the goal of long-term growth of capital. 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. Returns are not guaranteed and may be higher or lower. Wasatch Funds are distributed by ALPS Distributors, Inc. Morningstar Rating: Get the lastest Fund Performance for Wasatch Ultra Growth Fund from Zacks Investment Research 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. 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. 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