Wasatch Small is trading at 12.51 as of the 28th of November 2024; that is 0.48 percent down since the beginning of the trading day. The fund's open price was 12.57. Wasatch Small has about a 20 % 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. Equity ratings for Wasatch Small Cap 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 small 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 .. More on Wasatch Small Cap
Wasatch Small Cap [WMCVX] is traded in USA and was established 28th of November 2024. Wasatch Small is listed under Wasatch category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Wasatch family. The entity is thematically classified as Small Blend Funds. This fund at this time has accumulated 1.26 B in net assets with minimum initial investment of 2 K. Wasatch Small Cap is currently producing year-to-date (YTD) return of 21.88%, while the total return for the last 3 years was 6.92%.
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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 Small 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.
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.