Wasatch E Growth Fund Quote
| WGROX Fund | USD 106.68 0.78 0.73% |
Performance15 of 100
| Odds Of DistressLess than 18
|
Wasatch Core is trading at 106.68 as of the 28th of November 2024; that is 0.73 percent down since the beginning of the trading day. The fund's open price was 107.46. Wasatch Core has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Wasatch E Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in smaller growing companies at reasonable prices. It may invest up to 20 percent of the funds total assets in the equity securities of foreign companies . Securities issued by companies incorporated outside the United States whose securities are principally traded in the United States are not defined as foreign companies and are not subject to this limitation.. More on Wasatch E Growth
Moving together with Wasatch Mutual Fund
| 1.0 | WAAEX | Wasatch Small Cap | PairCorr |
| 0.87 | 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, Small Growth Funds, Small Growth, Wasatch (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Wasatch E Growth [WGROX] is traded in USA and was established 28th of November 2024. Wasatch Core is listed under Wasatch category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Wasatch family. This fund at this time has accumulated 3.24 B in net assets with minimum initial investment of 2 K. Wasatch E Growth is currently producing year-to-date (YTD) return of 23.09%, while the total return for the last 3 years was 3.46%.
Check Wasatch Core 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 E Growth 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 E Growth Mutual Fund Constituents
| CMPR | Cimpress NV | Stock | Industrials | |
| EGBN | Eagle Bancorp | Stock | Financials | |
| OZK | Bank Ozk | Stock | Financials | |
| ENSG | The Ensign Group | Stock | Health Care | |
| ODFL | Old Dominion Freight | Stock | Industrials | |
| ROLL | RBC Bearings Incorporated | Stock | Industrials | |
| MORN | Morningstar | Stock | Financials | |
| FIVN | Five9 Inc | Stock | Information Technology |
Wasatch E Growth Risk Profiles
| Mean Deviation | 0.835 | |||
| Semi Deviation | 0.8003 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.25 |
Wasatch Core Against Markets
Other Information on Investing in Wasatch Mutual Fund
Wasatch Core 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 Core security.
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |