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WAMCX Wasatch Ultra Growth

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Fund WAMCX Wasatch Ultra Growth PRDSX T. Rowe Price QM US Small-Cap Gr Eq OTCFX T. Rowe Price Small-Cap Stock  
Similarity
?
100% 85% 86%
Annual Fees
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$145.71
(1.38% Exp. Ratio)
$86.58
(0.82% Exp. Ratio)
$95.03
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$33,637.15 $39,865.06 $38,911.59
Est. savings over 30 yrs +$6,227.91 +$5,274.43
Return
As of 11/30/16
1 YR RETURN 6.71%
3 YR 6.58%
5 YR 12.30%
10 YR 6.21%
1 YR RETURN 7.36%
3 YR 7.28%
5 YR 14.70%
10 YR 10.06%
1 YR RETURN 11.88%
3 YR 7.27%
5 YR 14.43%
10 YR 8.95%
Description
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 long-term growth of capital. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in equity securities issued by small-cap U.S. growth companies. While most assets will typically be invested in U.S. equity securities, the fund may invest up to 10% of its net assets in foreign stocks, including securities of emerging market issuers.
The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks of small companies. The manager defines a small company as one whose market capitalization falls (i) within or below the current range of companies in either the Russell 2000 Index or the S&P SmallCap 600 Index or (ii) below the three-year average maximum market cap of companies in either index as of December 31 of the three preceding years.

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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.

Similarity

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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