Wasatch Longshort Alpha Fund Holdings Turnover
| WALSX Fund | USD 15.31 0.01 0.07% |
Wasatch Longshort Alpha fundamentals help investors to digest information that contributes to Wasatch Long/short's financial success or failures. It also enables traders to predict the movement of Wasatch Mutual Fund. The fundamental analysis module provides a way to measure Wasatch Long/short's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wasatch Long/short mutual fund.
Wasatch |
Wasatch Longshort Alpha Mutual Fund Holdings Turnover Analysis
Wasatch Long/short's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Current Wasatch Long/short Holdings Turnover | 145.00 % |
Most of Wasatch Long/short's fundamental indicators, such as Holdings Turnover, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wasatch Longshort Alpha is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
| Competition |
According to the company disclosure, Wasatch Longshort Alpha has a Holdings Turnover of 145%. This is much higher than that of the Wasatch family and significantly higher than that of the Long-Short Equity category. The holdings turnover for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Wasatch Long/short
The fund consists of 70.42% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Wasatch Long/short's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Wasatch Fundamentals
| Total Asset | 21.96 M | ||||
| One Year Return | 1.37 % | ||||
| Three Year Return | 8.38 % | ||||
| Five Year Return | 2.26 % | ||||
| Net Asset | 45.84 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Holdings Turnover | 145.00 % | ||||
| Cash Position Weight | 29.58 % | ||||
| Equity Positions Weight | 70.42 % |
About Wasatch Long/short Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wasatch Longshort Alpha's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wasatch Long/short using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wasatch Longshort Alpha based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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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