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WAMCX Wasatch Ultra Growth

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Fund WAMCX Wasatch Ultra Growth BIASX Brown Advisory Small-Cap Growth Inv BCSIX Brown Capital Mgmt Small Co Inv  
100% 91% 88%
Annual Fees
(1.38% Exp. Ratio)
(1.14% Exp. Ratio)
(1.27% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$33,960.74 $36,529.64 $35,115.70
Est. savings over 30 yrs +$2,568.90 +$1,154.96
As of 9/30/16
1 YR RETURN 20.08%
3 YR 8.64%
5 YR 13.91%
10 YR 7.00%
1 YR RETURN 20.69%
3 YR 9.12%
5 YR 17.08%
10 YR 10.15%
1 YR RETURN 20.10%
3 YR 9.66%
5 YR 18.56%
10 YR 13.68%
The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in smaller high growth companies. It will invest the fund's assets in the equity securities of companies which the managers consider to be rapidly growing. The fund may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. It may invest a large percentage of its assets in a few sectors, including consumer discretionary, financials, health care, industrials and information technology. It may invest in initial public offerings (IPOs).
The investment seeks to achieve capital appreciation by primarily investing in equity securities. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small domestic companies. Small companies, according to the Adviser, are companies whose market capitalizations are generally less than $6 billion at the time of purchase. It invests primarily in companies the Adviser believes have above average growth prospects.
The investment seeks long-term capital appreciation; current income is a secondary consideration in selecting portfolio investments. The fund invests at least 80% of its net assets in the equity securities of those companies with total operating revenues of $250 million or less at the time of the initial investment, ("small companies"). It typically invests in common stocks. The advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. The fund typically holds a portfolio of between 40 to 65 securities which the advisor believes have the potential for growth.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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