Returns for periods less than one year are not annualized. See fees data for Wasatch Ultra Growth Fund (WAMCX). Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. Past performance is no guarantee of future results. The composite primarily invests in smaller high growth companies with the goal of long-term growth of capital. R-Squared measures (from 0 to 1.0) how closely a fund’s movements are correlated with movements of its benchmark. Separately managed accounts and related investment advisory services are provided by Wasatch Global Investors, a federally registered investment advisor. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. Performance for the Institutional Class prior to 1/31/2020 is based on the performance of the Investor Class. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Upside Capture explains how well a fund performs in time periods where the benchmark’s returns are greater than zero. Russell 2000® Growth Index. Exchange–traded funds and open ended mutual funds are considered a single population for comparative purposes. The fund may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed markets, emerging markets, or frontier markets. Learn more about mutual funds at fidelity.com. Weights are calculated as a percentage of net assets including cash & cash equivalents, FINDING “THE ONE” IN A PANDEMIC At Wasatch Global Investors, we are…, Salt Lake City, Utah, March 6, 2020—Wasatch Global Investors announced today that…, Metrics matter to John Malooly, manager of the small-cap-focused Wasatch Ultra Growth…, Decidedly few corners of the investing world are capable of engaging the…. Downside Capture explains how well a fund performs in time periods where the benchmark’s returns are less than zero. Source: Wasatch and FactSet. All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. Returns are not guaranteed and may be higher or lower. About Wasatch Ultra Growth Fund Wasatch Ultra Growth Fund seeks long-term growth of capital, with income is a secondary objective, but only when consistent with long term growth of capital. Standard Deviation measures the degree to which a fund’s performance has varied from its average performance over a particular time period. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. As of 11/30/20 We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. Wasatch Ultra Growth Fund to Close to New Investors August 14, 2020 Salt Lake City, Utah, August 14, 2020—Wasatch Global Investors announced today that effective at … Portfolio Turnover: A measure of trading activity in a fund’s portfolio over the past 12 months expressed as a percentage of the fund’s average total assets. Est. ALPS Distributors, Inc., is not affiliated with Wasatch Global Investors. WAMCX: Wasatch Ultra Growth Fund - Fund Holdings. The greater the standard deviation, the greater a fund’s volatility (risk). Wasatch Funds are distributed by ALPS Distributors, Inc. ©2020 Wasatch Global Investors The Advisor may absorb certain expenses, leading to higher total shareholder returns. A beta of 0.8 means the fund’s total return is likely to move up or down 80% of the market change; 1.25 means total return is likely to move up or down 25% more than the market. P/E Ratio (forward and trailing): Sum of stock prices of the fund’s holdings divided by the aggregate earnings per share of those holdings for the next 12 months (forward), or past 12 months (trailing), calculated as a weighted harmonic average. Data shows past performance and is not indicative of future performance. Performance data does not reflect this redemption fee or taxes. View WAMCX holdings data and information to see the mutual fund assets and interests. Click Here to read the full story from IBD. The LSE Group makes no claim, prediction, warranty or representation either as to the results to be obtained from the Fund or Separate Account or the suitability of these indexes for the purpose to which they are being put by Wasatch Global Investors. Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. All rights in the Russell Indexes vest in the relevant London Stock Exchange Group plc (collectively, the “LSE Group”), which owns these indexes. Wasatch Ultra Growth Fund (WAMCX) Nasdaq - Nasdaq Delayed Price. The weights are 100% 3-year rating for 36-59 months of total returns, 60% 5 year rating/40% 3-year rating for 60-119 months of total returns, and 50% 10 year rating/30% 3-year rating/20% 3 year rating for 120 or more months of total returns. Wasatch Funds are distributed by ALPS Distributors, Inc. Current performance may be lower or higher than the data quoted. Analyze the Fund Wasatch Ultra Growth Fund having Symbol WAMCX for type mutual-funds and perform research on other mutual funds. Total Expense Ratio: Investor Class 1.25% The Advisor has contractually agreed to limit certain expenses to 1.50% through at least 1/31/2021. An R-squared of 1.0 would mean that the fund’s movements are completely correlated with the movements of its benchmark. We use a bottom-up approach that seeks to identify companies with outstanding long-term growth potential. Returns are not guaranteed and may be higher or lower. The weights are 100% 3-year rating for 36-59 months of total returns, 60% 5 year rating/40% 3-year rating for 60-119 months of total returns, and 50% 10 year rating/30% 3-year rating/20% 3 year rating for 120 or more months of total returns. Wasatch Ultra Growth Fund. Morningstar Rating: Overall (out of 578 Funds) Alpha measures a fund’s risk/reward potential. Morningstar Rating: Weighted Average Market Cap: Average market capitalization of companies held by the fund, weighted by their percentage of fund net assets. WAMCX: Wasatch Ultra Growth Fund - Fund Performance Chart. Performance data does not reflect this redemption fee or taxes. Investing in foreign securities, especially in emerging and frontier markets, entails special risks, such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus. Wasatch Ultra Growth Fund. Beta measures a fund’s risk in relation to the market. Daily Change As of 12/14/20 $0.38 / 0.82%. Investing in small or micro cap funds can be more volatile and loss of principal could be greater than investing in large cap or more diversified funds. NAV As of 12/14/20 $46.48. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10 year (if applicable) Morningstar Rating metrics. 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