Wasatch Longshort Alpha Fund Quote
| WALSX Fund | USD 13.54 0.07 0.51% |
PerformanceVery Weak
| Odds Of DistressLow
|
Wasatch Long/short is trading at 13.54 as of the 22nd of March 2025; that is 0.51 percent down since the beginning of the trading day. The fund's open price was 13.61. Wasatch Long/short has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund adviser seeks to provide higher risk-adjusted returns with lower volatility compared to domestic equity markets. The adviser will establish long and short positions in a portfolio of equity securities of companies of all market capitalizations. More on Wasatch Longshort Alpha
Moving together with Wasatch Mutual Fund
| 0.92 | WAAEX | Wasatch Small Cap | PairCorr |
| 0.7 | WAEMX | Wasatch Emerging Markets | PairCorr |
| 0.63 | WAESX | Wasatch Emerging Markets | PairCorr |
| 0.66 | WAGSX | Wasatch Global Select | PairCorr |
| 0.91 | WAGOX | Wasatch Global Oppor | PairCorr |
Moving against Wasatch Mutual Fund
Wasatch Mutual Fund Highlights
| Fund Concentration | Wasatch Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Wasatch (View all Sectors) |
| Update Date | 31st of March 2025 |
Wasatch Longshort Alpha [WALSX] is traded in USA and was established 22nd of March 2025. Wasatch Long/short is listed under Wasatch category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Wasatch family. Wasatch Longshort Alpha at this time has accumulated 45.84 M in net assets with no minimum investment requirements, while the total return for the last 3 years was 8.38%.
Check Wasatch Long/short 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 Longshort Alpha 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.
Wasatch Longshort Alpha Risk Profiles
| Mean Deviation | 0.5669 | |||
| Standard Deviation | 0.7577 | |||
| Variance | 0.5742 | |||
| Risk Adjusted Performance | (0.17) |
Wasatch Long/short Against Markets
Other Information on Investing in Wasatch Mutual Fund
Wasatch Long/short 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 Long/short security.
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