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Wasatch Ultra Growth Institutional (WGMCX)

35.99 +0.73 (+2.07%)
At close: 4:34:04 PM EDT
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  • Previous Close 35.26
  • YTD Return 5.98%
  • Expense Ratio 1.05%
  • Category Small Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 398.85M
  • Beta (5Y Monthly) 1.48
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • 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

398.85M

Net Assets

1992-08-17

Inception Date

Performance Overview

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Trailing returns as of 10/14/2026. Category is Small Growth.

YTD Return

WGMCX
5.98%
Category
12.40%

1-Year Return

WGMCX
15.54%
Category
55.69%

3-Year Return

WGMCX
10.18%
Category
19.34%

5-Year Return

WGMCX
4.61%
Category
20.72%

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