Wasatch Strategic is trading at 11.70 as of the 22nd of March 2025; that is 0.85 percent down since the beginning of the trading day. The fund's open price was 11.8. Wasatch Strategic has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading 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.
Under normal market conditions, the fund invests primarily in equity securities of domestic and foreign micro, small, and midsize growth companies with market capitalizations of less than U.S. 5 billion at the time of purchase. Under normal market conditions, the fund will typically be invested in at least three developed countries, including the U.S.. More on Wasatch Strategic Income
Wasatch Strategic Income [WASIX] is traded in USA and was established 22nd of March 2025. Wasatch Strategic is listed under Seven Canyons category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Growth category and is part of Seven Canyons family. This fund at this time has accumulated 23.15 M in net assets with minimum initial investment of 2 K. Wasatch Strategic Income is currently producing year-to-date (YTD) return of 1.65%, while the total return for the last 3 years was 2.27%.
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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 Strategic Income 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 Strategic Income Mutual Fund Constituents
Other Information on Investing in Wasatch Mutual Fund
Wasatch Strategic 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 Strategic security.