Wasatch Small Cap Ultra Growth Composite (S:0P00003GFY)
343.93
-1.77
(-0.51%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Casella Waste Systems, Inc. | 4.03% | 87.18 | 6.92% |
| HealthEquity, Inc. | 3.79% | 84.67 | 1.55% |
| JFrog Ltd. | 3.57% | 50.61 | 4.44% |
| Freshpet, Inc. | 3.55% | 59.40 | -1.13% |
| Esperion Therapeutics, Inc. | 3.54% | 2.61 | 0.00% |
| PDF Solutions, Inc. | 2.93% | 34.71 | 3.92% |
| Nova Ltd. | 2.89% | 442.24 | -0.79% |
| RBC Bearings, Inc. | 2.76% | 548.11 | -0.70% |
| Procore Technologies, Inc. | 2.68% | 58.02 | 1.19% |
| AtriCure, Inc. | 2.62% | 29.07 | 2.68% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |