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 About WAMCX The investment seeks long-term growth of capital; income is a secondary consideration. 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. All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. 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. Research information including fund fees, cost projections and minimum investments for Wasatch Ultra Growth Fund. 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. The fund invests primarily in smaller high growth companies. 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. Russell 2000® Growth Index. Wasatch Ultra Growth Fund + Add to watchlist. 5-year EPS Growth %: Estimated percentage increase in earnings per share (EPS) per year of the fund’s holdings over the next 5 years. Wasatch Ultra Growth Fund (WAMCX) Nasdaq - Nasdaq Delayed Price. 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. 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. 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…. Find our live Wasatch Ultra Growth Fund fund basic information. Exchange–traded funds and open ended mutual funds are considered a single population for comparative purposes. 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. Portfolio. Downside Capture explains how well a fund performs in time periods where the benchmark’s returns are less than zero. The Advisor may absorb certain expenses, leading to higher total shareholder returns. 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. 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. View WAMCX holdings data and information to see the mutual fund assets and interests. The Russell 2000 Growth Index measures the performance of Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. Data shows past performance and is not indicative of future performance. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. Fund Description. Active Share measures the difference between portfolio holdings and the benchmark. View the latest Wasatch Ultra Growth Fund;Investor (WAMCX) stock price, news, historical charts, analyst ratings and financial information from WSJ. 5-year EPS Growth %: Estimated percentage increase in earnings per share (EPS) per year of the fund’s holdings over the next 5 years. Returns are not guaranteed and may be higher or lower. 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. ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. Wasatch Funds are distributed by ALPS Distributors, Inc. ©2020 Wasatch Global Investors 2020 © Morningstar, Inc. All Rights Reserved. WAMCX: Wasatch Ultra Growth Fund - Fund Performance Chart. Exchange–traded funds and open ended mutual funds are considered a single population for comparative purposes. Number of Holdings. Actions. Beta measures a fund’s risk in relation to the market. R-Squared measures (from 0 to 1.0) how closely a fund’s movements are correlated with movements of its benchmark. 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. Primary metrics and data points about Wasatch Ultra Growth Fund. Returns are not guaranteed and may be higher or lower. Star ratings are based on risk adjusted returns. Active Share measures the difference between portfolio holdings and the benchmark. Index. The Small Cap Ultra Growth Composite contains fully discretionary equity accounts following the Small Cap Ultra Growth style. P/E to Growth Rate: Forward 12-month P/E ratio divided by the estimated 5-year EPS growth rate. 86. Wasatch Ultra Growth Fund;Investor mutual fund holdings by MarketWatch. Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. Weighted Average Market Cap: Average market capitalization of companies held by the fund, weighted by their percentage of fund net assets. Fund holdings are subject to risks and may change at any time. 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. We’re looking for companies that are disrupting—and are not being disrupted.”. WAMCX | A complete Wasatch Ultra Growth Fund;Investor mutual fund overview by MarketWatch. 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. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. 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 … 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. The greater the standard deviation, the greater a fund’s volatility (risk). Research information including asset allocation, sector weightings and top holdings for Wasatch Ultra Growth Fund. Ticker WGMCX. 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. Get the lastest Fund Performance for Wasatch Ultra Growth Fund from Zacks Investment Research The Fund’s other share class may have different performance characteristics. 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. WAMCX. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Weighted Average Market Cap: Average market capitalization of companies held by the fund, weighted by their percentage of fund net assets. Analyze the Fund Wasatch Ultra Growth Fund Institutional Class Shares having Symbol WGMCX for type mutual-funds and perform research on other mutual funds. References to specific securities should not be construed as recommendations by the Fund or its Advisor. Past performance is no guarantee of future results. Alpha measures a fund’s risk/reward potential. View & analyze the WAMCX fund chart by total assets, risk rating, Min. 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. A positive alpha means the fund outperformed the index. Wasatch Funds are distributed by ALPS Distributors, Inc. Est. As of 11/30/20 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. Performance data does not reflect this redemption fee or taxes. Fund holdings are subject to risks and may change at any time. These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. As of 11/30/20 The composite primarily invests in smaller high growth companies with the goal of long-term growth of capital. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results. 1099. Analyze the Fund Wasatch Ultra Growth Fund having Symbol WAMCX for type mutual-funds and perform research on other mutual funds. 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. Click Here to read the full story from IBD. Wasatch Ultra Growth Fund (WAMCX) Nasdaq - Nasdaq Delayed Price. Russell® is a trademark(s) of the relevant LSE Group company and is used by any other LSE Group company under license. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. The greater the standard deviation, the greater a fund’s volatility (risk). Morningstar Category: Small Growth Performance for the Institutional Class prior to 1/31/2020 is based on the performance of the Investor Class. 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. Learn more about mutual funds at fidelity.com. The single most important factor in a company's success is the team that's leading the company. The fund invests primarily in smaller high growth companies. Standard Deviation measures the degree to which a fund’s performance has varied from its average performance over a particular time period. These indexes are calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. 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. Overall (out of 578 Funds) Current performance may be lower or higher than the data quoted. WAMCX: Wasatch Ultra Growth Fund - Fund Holdings. 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