Wasatch Ultra Growth Fund
WAMCX
NASDAQ
| Weiss Ratings | WAMCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | WAMCX-NASDAQ | Click to Compare |
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| Provider | Wasatch | |||
| Manager/Tenure (Years) | John Malooly (13) | |||
| Website | http://www.wasatchfunds.com | |||
| Fund Information | WAMCX-NASDAQ | Click to Compare |
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| Fund Name | Wasatch Ultra Growth Fund | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 17, 1992 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WAMCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | WAMCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.27% | |||
| Asset Allocation | WAMCX-NASDAQ | Click to Compare |
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| Cash | 2.52% | |||
| Stock | 97.48% | |||
| U.S. Stock | 92.07% | |||
| Non-U.S. Stock | 5.41% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | WAMCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.22% | |||
| 30-Day Total Return | -0.23% | |||
| 60-Day Total Return | -5.04% | |||
| 90-Day Total Return | -2.79% | |||
| Year to Date Total Return | -12.98% | |||
| 1-Year Total Return | -8.33% | |||
| 2-Year Total Return | 1.11% | |||
| 3-Year Total Return | 4.94% | |||
| 5-Year Total Return | -9.12% | |||
| Price | WAMCX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WAMCX-NASDAQ | Click to Compare |
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| Nav | $29.90 | |||
| 1-Month Low NAV | $29.15 | |||
| 1-Month High NAV | $30.69 | |||
| 52-Week Low NAV | $25.38 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $38.00 | |||
| 52-Week High Price (Date) | Dec 02, 2024 | |||
| Beta / Standard Deviation | WAMCX-NASDAQ | Click to Compare |
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| Beta | 1.05 | |||
| Standard Deviation | 24.81 | |||
| Balance Sheet | WAMCX-NASDAQ | Click to Compare |
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| Total Assets | 576.70M | |||
| Operating Ratios | WAMCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.22% | |||
| Turnover Ratio | 25.00% | |||
| Performance | WAMCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.61% | |||
| Last Bear Market Total Return | -25.59% | |||