2 / 5 Stars
2 2 3 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#94 in Small Growth
U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 29.38 percent over the past year, 11.99 percent over the past three years, 26.31 percent over the past five years, and 5.91 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.6%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||26.3%|
|10 Years (Annualized)||5.9%|
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. It may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. The fund may invest a large percentage of its assets in a few sectors, including information technology, financials, health care, consumer discretionary and industrials. It may invest in initial public offerings (IPOs).
Fees are Above Average compared to funds in the same category.
Wasatch Ultra Growth Fund has an expense ratio of 1.29 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.