Wasatch Ultra Growth
Wasatch Funds Inc P.O. Box 2172 Milwaukee, WI 53201-2172
Phone: 800-551-1700
| Category: |
Small Growth |
| Fund Family: |
Wasatch |
| Net Assets: |
117.11M |
| Year-to-Date Return: |
-5.27% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
17-Aug-92 |
|
Ajay Krishnan
Lead Manager since
01-Jan-00 |
|
| Krishnan has been a portfolio manager for the Wasatch Ultra Growth Fund since 2000. He served as a portfolio manager for the Global Science & Technology Fund from 2000 through January 2007. Krishnan joined their research team 1994 as a securities analyst. He worked previously with P&B Laboratories and Viv Consultants. Krishnan holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$2,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$1,000 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks long-term growth of capital. Income is a secondary consideration, but only when consistent with long-term growth of capital. The fund invests primarily in the equity securities of rapidly growing small and medium size companies with market capitalizations of less than $5 billion. It may invest up to 30% of total assets in securities issued by foreign companies in developed or emerging markets. |
| Last Dividend
(30-Dec-92):
|
0.00 |
| Last Cap Gain
(28-Dec-07):
|
3.52 |
| Annual Holdings Turnover
|
64.00% |
| Average for Category:
|
131.92% |
|
| Expense |
WAMCX |
Category
Avg |
| Total Expense Ratio: |
1.55%
|
1.60% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.41% |
| Max Deferred Sales Load: |
%
|
2.67% |
| 3 Yr Expense Projection*: |
$490 |
$690 |
| 5 Yr Expense Projection*: |
$846 |
$1,094 |
| 10 Yr Expense Projection*: |
$1,847 |
$2,198 |
|
|
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