Wasatch Ultra Growth FundWGMCX

MUTUAL FUNDWasatch
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$401.9M
Expense ratio
1.05%
1-year return
+4.7%
3 years, a year
+2.6%
5 years, a year
-6.8%
Holdings
54

What it aims to do.

The Funds primary investment objective is long-term growth of capital.

Top 10 holdings.

Holding% of fund
HQY HealthEquity Inc4.66%
FRPT Freshpet Inc4.47%
PDFS PDF Solutions Inc3.91%
RBC RBC Bearings Inc3.84%
CWST Casella Waste Systems Inc3.48%
KLIC Kulicke & Soffa Industries Inc3.00%
JOBY Johnnie O Holdings, Inc2.91%
JOBY Fabrinet2.86%
JOBY JFrog Ltd2.66%
JOBY Camtek Ltd/Israel2.60%

More on WGMCX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.