Wasatch Small Financials
| WAAEX Fund | USD 44.58 0.06 0.13% |
Wasatch |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wasatch Small Fund Summary
Wasatch Small competes with Wasatch Core, Wasatch Small, Wasatch Micro, Wasatch Ultra, and Wasatch International. The fund invests primarily in small growth companies. It will invest at least 80 percent of the funds net assets in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20 percent of its total assets at the time of purchase in securities issued by foreign companies .Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9367721027 |
| Business Address | Wasatch Funds Trust |
| Mutual Fund Family | Wasatch |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 551 1700 |
| Currency | USD - US Dollar |
Wasatch Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wasatch Small's current stock value. Our valuation model uses many indicators to compare Wasatch Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wasatch Small competition to find correlations between indicators driving Wasatch Small's intrinsic value. More Info.Wasatch Small Cap is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 3.37 of Price To Book per Price To Earning. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wasatch Small's earnings, one of the primary drivers of an investment's value.Wasatch Small Cap Systematic Risk
Wasatch Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wasatch Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Wasatch Small Cap correlated with the market. If Beta is less than 0 Wasatch Small generally moves in the opposite direction as compared to the market. If Wasatch Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wasatch Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wasatch Small is generally in the same direction as the market. If Beta > 1 Wasatch Small moves generally in the same direction as, but more than the movement of the benchmark.
Wasatch Small December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wasatch Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wasatch Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wasatch Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Wasatch Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wasatch Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.03 | |||
| Information Ratio | 0.0893 | |||
| Maximum Drawdown | 6.04 | |||
| Value At Risk | (1.35) | |||
| Potential Upside | 2.11 |
Other Information on Investing in Wasatch Mutual Fund
Wasatch Small financial ratios help investors to determine whether Wasatch Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wasatch with respect to the benefits of owning Wasatch Small security.
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