Wasatch Ultra Growth Fund Quote
| WAMCX Fund | USD 31.04 0.19 0.61% |
PerformanceGood
| Odds Of DistressLow
|
Wasatch Ultra is trading at 31.04 as of the 20th of July 2025; that is 0.61 percent down since the beginning of the trading day. The fund's open price was 31.23. Wasatch Ultra has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund invests primarily in smaller high growth companies. It will invest the funds 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 percent of its total assets at the time of purchase in securities issued by foreign companies. More on Wasatch Ultra Growth
Moving together with Wasatch Mutual Fund
| 0.97 | WAAEX | Wasatch Small Cap | PairCorr |
| 0.93 | WAEMX | Wasatch Emerging Markets | PairCorr |
| 0.94 | WAESX | Wasatch Emerging Markets | PairCorr |
| 0.95 | WAGSX | Wasatch Global Select | PairCorr |
| 0.98 | WAGOX | Wasatch Global Oppor | PairCorr |
| 0.91 | WAFMX | Wasatch Frontier Emerging | PairCorr |
Moving against Wasatch Mutual Fund
Wasatch Mutual Fund Highlights
| Fund Concentration | Wasatch Funds, Large Funds, Small Growth Funds, Small Growth, Wasatch, Large, Small Growth (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Wasatch Ultra Growth [WAMCX] is traded in USA and was established 20th of July 2025. Wasatch Ultra is listed under Wasatch category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Wasatch family. This fund at this time has accumulated 1.39 B in net assets with minimum initial investment of 2 K. Wasatch Ultra Growth is currently producing year-to-date (YTD) return of 4.86%, while the total return for the last 3 years was 2.58%.
Check Wasatch Ultra Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wasatch Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wasatch Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wasatch Ultra Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wasatch Ultra Growth Mutual Fund Constituents
| LGIH | LGI Homes | Stock | Consumer Discretionary | |
| TNDM | Tandem Diabetes Care | Stock | Health Care | |
| FIVE | Five Below | Stock | Consumer Discretionary | |
| LPRO | Open Lending Corp | Stock | Financials | |
| SGMO | Sangamo Therapeutics | Stock | Health Care | |
| ITCI | Intra Cellular Therapies | Stock | Health Care | |
| GSHD | Goosehead Insurance | Stock | Financials | |
| WCN | Waste Connections | Stock | Industrials |
Wasatch Ultra Growth Risk Profiles
| Mean Deviation | 0.9983 | |||
| Semi Deviation | 1.08 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.72 |
Wasatch Ultra Against Markets
Other Information on Investing in Wasatch Mutual Fund
Wasatch Ultra financial ratios help investors to determine whether Wasatch Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wasatch with respect to the benefits of owning Wasatch Ultra security.
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