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Wasatch Ultra Growth Fund: (MF: WAMCX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$30.61 USD
-0.20 (-0.65%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in August 1992 and is managed by Wasatch Advisors, Inc. The fund seeks to provide long-term growth of capital by investing primarily in the common stocks of rapidly growing companies in fast growing sectors of the economy. These companies usually have market capitalizations of less than $5 billion at the time of initial purchase. The fund may take larger positions in a few companies that the managers believe have outstanding investment potential. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Wasatch Ultra Growth Investor | WAMCX | NA | NA | 2.00 | 0.00 | 1.00 | 1.23 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Wasatch Ultra Growth | WAMCX | 30.61 | 8/24/1992 | 0.00 | 18.38 | -8.38 | 9.89 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Wasatch Ultra Growth Investor | WAMCX | 2000 | 100 | 2000 | A |
Contact Information
| Family | Wasatch |
| Address | 150 Social Hall Ave, 4th Fl Salt Lake City, UT 84111 |
| Phone | 800 551-1700 |