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Wasatch Small Cap Ultra Growth Portfolio   

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The Wasatch Small Cap Ultra Growth Portfolio is an aggressive, high-growth small cap portfolio.

About This Portfolio

Inception:8/16/1992
Net Assets:$161.0 (million) as of 03/31/14
Account Minimum:$1 million
Objective:

The Small Cap Ultra Growth Portfolio is an aggressive, high-growth small cap portfolio. It  targets rapidly growing companies in fast-growing sectors of the economy. While growth is the primary objective, income is a secondary objective when it is consistent with long-term growth of capital. Currently we do not expect the Portfolio to generate substantial income.

Strategy:

This Portfolio invests primarily in smaller high-growth companies with market capitalizations of less than $5 billion at the time of purchase. The Portfolio may take larger positions in a few companies that we believe have outstanding investment potential.

Compared to Other Wasatch Portfolios:

This Portfolio invests in more rapidly growing companies and is more concentrated in fast-growing sectors of the economy than Small Cap Growth.

Mutual Fund:Wasatch Ultra Growth Fund (WAMCX)

Small Cap Ultra Growth Composite Performance

as of 03/31/2014
1Yr3Yr5Yr10Yr
Gross33.70%15.59%29.61%8.81%
Net32.43%14.45%28.35%7.76%
Russell 2000® Growth Index27.19%13.61%25.24%8.87%

Performance figures for the latest period are preliminary and subject to change. Past performance is not indicative of future results.

The Russell 2000 Growth Index measures the performance of the Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values.  

You cannot invest directly in indexes.

For a GIPS-compliant composite presentation and a complete list of composites, click here:  Small Cap Ultra Growth Composite Presentation, Complete List of Composites

CFA® is a trademark owned by CFA Institute.