Wasatch Large Cap Fund Quote
| FMIEX Fund | USD 9.97 0.01 0.10% |
PerformanceSolid
| Odds Of DistressLow
|
Wasatch Large is trading at 9.97 as of the 20th of March 2025; that is 0.10 percent up since the beginning of the trading day. The fund's open price was 9.96. Wasatch Large has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
Under normal market conditions, the fund will invest its net assets primarily in the equity securities of foreign and domestic companies of all market capitalizations. It will typically invest in securities issued by companies domiciled in at least three countries, including the United States. More on Wasatch Large Cap
Moving against Wasatch Mutual Fund
Wasatch Mutual Fund Highlights
| Fund Concentration | Wasatch Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Wasatch (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Wasatch Large Cap [FMIEX] is traded in USA and was established 20th of March 2025. Wasatch Large is listed under Wasatch category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Wasatch family. This fund currently has accumulated 146.1 M in assets under management (AUM) with minimum initial investment of 2 K. Wasatch Large Cap is currently producing year-to-date (YTD) return of 9.46% with the current yeild of 0.03%, while the total return for the last 3 years was 8.53%.
Check Wasatch Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wasatch Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wasatch Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wasatch Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wasatch Large Cap Mutual Fund Constituents
| ORCL | Oracle | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| ETR | Entergy | Stock | Utilities | |
| SU | Suncor Energy | Stock | Energy | |
| ING | ING Group NV | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| UNP | Union Pacific | Stock | Industrials | |
| UHS | Universal Health Services | Stock | Health Care |
Wasatch Large Cap Risk Profiles
| Mean Deviation | 0.6123 | |||
| Semi Deviation | 1.26 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.01 |
Wasatch Large Against Markets
Other Information on Investing in Wasatch Mutual Fund
Wasatch Large 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 Large security.
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