Wasatch Ultra Growth Fund Institutional (WGMCX)
33.21
-0.15
(-0.45%)
USD |
May 19 2026
WGMCX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.34% |
| Stock | 98.73% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.07% |
Market Capitalization
As of March 31, 2026
| Large | 3.00% |
| Mid | 11.93% |
| Small | 85.07% |
Region Exposure
| Americas | 83.20% |
|---|---|
|
North America
|
80.34% |
| United States | 80.34% |
|
Latin America
|
2.86% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 10.53% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
5.17% |
| Germany | 1.11% |
| Netherlands | 2.44% |
| Switzerland | 1.62% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
5.36% |
| Israel | 5.36% |
| Greater Asia | 3.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
3.00% |
| Singapore | 3.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 3.27% |
|---|
Stock Sector Exposure
| Cyclical |
|
19.67% |
| Materials |
|
0.89% |
| Consumer Discretionary |
|
11.51% |
| Financials |
|
7.26% |
| Real Estate |
|
0.00% |
| Sensitive |
|
39.28% |
| Communication Services |
|
0.00% |
| Energy |
|
0.00% |
| Industrials |
|
13.03% |
| Information Technology |
|
26.25% |
| Defensive |
|
37.67% |
| Consumer Staples |
|
4.53% |
| Health Care |
|
33.13% |
| Utilities |
|
0.00% |
| Not Classified |
|
3.39% |
| Non Classified Equity |
|
3.39% |
| Not Classified - Non Equity |
|
0.00% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |