WGMCX Mutual Fund

WGMCX Mutual Fund (Wasatch Ultra Growth Fund Institutional Class) is managed by Wasatch Global Investors with $85.5M in net assets. WGMCX expense ratio is 1.05%, holding 54 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2020-01-31.

WGMCX performance shows a YTD return of 5.54%. The 1-year return is 15.54% and the 5-year return is -4.17%.

WGMCX top holdings include Healthequity Inc (4.4%), Casella Waste Systems, Inc., Class A (3.7%), Freshpet, Inc. (3.6%), Jfrog Ltd (3.1%), Rbc Bearings Inc (3.0%). Go to all WGMCX holdings, WGMCX sectors, or WGMCX dividends.

WGMCX can be compared against other funds. Use WGMCX overlap to find shared positions, or WGMCX vs another fund for a side-by-side view. WGMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.