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Wasatch Ultra Growth Institutional (WGMCX)

29.44
-0.24
(-0.81%)
At close: 8:02:26 PM EDT
Loading Chart for WGMCX
  • Previous Close 29.68
  • YTD Return -2.81%
  • Expense Ratio 1.06%
  • Category Small Growth
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 862.68M
  • Beta (5Y Monthly) 1.31
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.04
  • Inception Date Aug 17, 1992

The fund invests primarily in smaller high growth companies. It will invest the fund's assets in the equity securities, typically common stock, of smaller companies that the managers believe have the potential for rapid growth in earnings per share. The fund may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies. It may invest a large percentage of its assets in a few sectors. These sectors were information technology, health care, consumer discretionary, financials, and industrials.

Wasatch

Fund Family

Small Growth

Fund Category

862.68M

Net Assets

1992-08-17

Inception Date

Performance Overview: WGMCX

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Trailing returns as of 3/28/2025. Category is Small Growth.

YTD Return

WGMCX
2.81%
Category
12.40%
 

1-Year Return

WGMCX
0.83%
Category
55.69%
 

3-Year Return

WGMCX
3.76%
Category
19.34%
 

5-Year Return

WGMCX
6.97%
Category
20.72%
 

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Holdings: WGMCX

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Sector Weightings

SectorWGMCX
Technology   34.85%
Healthcare   29.86%
Industrials   8.20%
Energy   2.19%
Real Estate   0.00%
Utilities   0.00%

Recent News: WGMCX

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Research Reports: WGMCX

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