WAMCX : Wasatch Ultra Growth Fund

WAMCX is a US Stocks Market Small Growth with HIGH fees.

WAMCX

Wasatch Ultra Growth Fund

FI Score

43 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

43% FI Score
  • wamcx
  • Mutual Fund
  • US Stocks
  • Small Growth

Wasatch Ultra Growth Fund

Expenses: 1.24% (Better than 0% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in smaller high growth companies. It will invest the fund's assets in the equity securities of companies which the managers consider to be rapidly growing. 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. It may invest a large percentage of its assets in a few sectors, including health care, information technology, industrials, consumer discretionary, and financials.

Largest Holdings

Amount Holding
3.29% Freshpet Inc
2.59% Five9 Inc
2.42% Paylocity Holding Corp
2.36% Tandem Diabetes Care Inc
2.32% Ollie's Bargain Outlet Holdings Inc
2.26% Monolithic Power Systems Inc
2.22% HubSpot Inc
2.21% Proofpoint Inc
2.19% Exact Sciences Corp
2.15% Grocery Outlet Holding Corp
2.10% Trex Co Inc
2.09% Veeva Systems Inc Class A
2.09% Kornit Digital Ltd
2.08% Icon PLC
2.07% Silk Road Medical Inc
2.02% DocuSign Inc
1.98% Zendesk Inc
1.91% Tabula Rasa HealthCare Inc
1.90% Avalara Inc
1.86% AtriCure Inc
1.81% Castle Biosciences Inc
1.74% Medallia Inc
1.71% Five Below Inc
1.69% Glaukos Corp
1.66% Bandwidth Inc Class A

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