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Wasatch Ultra Growth Institutional (WGMCX)
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34.69 - YTD Return 7.34%
- Expense Ratio 1.06%
- Category Small Growth
- Last Cap Gain -13.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 967.45M
- Beta (5Y Monthly) 1.26
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 25.00%
- Last Dividend 0.04
- Inception Date Jan 31, 2020
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
967.45M
Net Assets
2020-01-31
Inception Date
Performance Overview: WGMCX
View MoreTrailing returns as of 10/25/2024. Category is Small Growth.
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Holdings: WGMCX
View MoreTop 10 Holdings (30.56% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorWGMCX
Technology 36.10%
Healthcare 27.82%
Consumer Defensive 8.50%
Consumer Cyclical 8.22%
Industrials 7.81%
Financial Services 6.24%
Energy 2.85%
Basic Materials 2.46%
Real Estate 0.00%
Communication Services 0.00%
Utilities 0.00%
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