Wasatch Ultra Growth Fund Q4 2024 Commentary

2025-03-16 09:47:00 ET

Summary

• In a volatile fourth quarter, the Wasatch Ultra Growth Fund—Investor Class returned 0.94% and slightly underperformed the benchmark Russell 2000® Growth Index, which rose 1.70%.
• Equities rallied following the November elections on hopes that Republican control of the White House and Congress would result in policy more favorable to business and the economy.
• As we head into the new year, financial markets face uncertainty from more than just the usual sources. Our balanced approach to stock selection comprises three broad categories.

Overview

Small-capitalization growth stocks ended 2024 on a positive note. In a volatile fourth quarter, the Wasatch Ultra Growth Fund—Investor Class returned 0.94% and slightly underperformed the benchmark Russell 2000® Growth Index, which rose 1.70%. For the year, the Fund returned 8.25% versus a gain of 15.15% for the benchmark....

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