Nasdaq - Delayed Quote USD

Wasatch Ultra Growth Institutional (WGMCX)

32.29 +0.20 (+0.62%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.32%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (May 24, 2024) 19.41%
Worst 1Y Total Return (May 24, 2024) --
Best 3Y Total Return 19.41%
Worst 3Y Total Return -8.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WGMCX
Category
YTD
-3.51%
12.40%
1-Month
-9.10%
3.37%
3-Month
-0.61%
4.88%
1-Year
10.25%
55.69%
3-Year
-12.91%
19.34%
5-Year
6.80%
20.72%
10-Year
11.89%
13.98%
Last Bull Market
41.08%
27.85%
Last Bear Market
-25.54%
-24.06%

Annual Total Return (%) History

Year
WGMCX
Category
2024
--
--
2023
19.41%
--
2022
-39.60%
--
2021
5.68%
--
2020
--
38.62%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.15% -- -- --
2023 6.89% 5.61% -11.62% 19.68%
2022 -16.66% -25.54% -3.97% 1.36%
2021 4.73% 6.05% -2.87% -2.04%
2020 51.34% 11.15% 23.18% --

Rank in Category (By Total Return)

YTD 89
1-Month 97
3-Month 88
1-Year 62
3-Year 93
5-Year 43

Load Adjusted Returns

1-Year 10.25%
3-Year -12.91%
5-Year 6.80%
10-Year 11.89%

Performance & Risk

YTD Return 1.32%
5y Average Return 0.00%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Wasatch
Net Assets 1.02B
YTD Return -3.51%
Yield 0.00%
Morningstar Rating
Inception Date Jan 31, 2020

Fund Summary

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.

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