Wasatch Ultra Growth Fund
Shareclass
Wasatch Ultra Growth Institutional (WGMCX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Wasatch Ultra Growth Fund
FUND COVERAGE
# of holdings36
% of assets74%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
14 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. On Holding AG1.21%$6.3M
- 2. Exact Sciences Corp2.32%$12.03M
- 3. Freshpet Inc2.47%$12.82M
- 4. JFrog Ltd Ordinary Shares3.33%$17.28M
- 5. Balchem Corp1.72%$8.91M
- 6. Monday.Com Ltd Ordinary Shares1.87%$9.69M
- 7. Q2 Holdings Inc1.98%$10.26M
- 8. BE Semiconductor Industries NV1.67%$8.68M
- 9. Trex Co Inc2.58%$13.35M
- 10. Pool Corp1.42%$7.34M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. RBC Bearings Inc3.37%$17.47M
- 2. Dyne Therapeutics Inc Ordinary Shares1.18%$6.12M
- 3. Viking Therapeutics Inc0.57%$2.97M
- 4. ACV Auctions Inc Ordinary Shares - Class A1.13%$5.86M
- 5. Matador Resources Co0.84%$4.35M
- 6. Ollie's Bargain Outlet Holdings Inc2.4%$12.45M
- 7. Shift4 Payments Inc Class A3.14%$16.26M
- 8. Kulicke & Soffa Industries Inc2%$10.34M
- 9. Global E Online Ltd1.63%$8.46M
- 10. Five Below Inc1.77%$9.19M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Wasatch Ultra Growth Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Wasatch Ultra Growth Fund WGMCX
Environment
Social
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