Wanger Select Wanger Fund Fundamentals
| WATWXDelisted Fund | USD 6.80 0.00 0.00% |
Wanger Select Wanger fundamentals help investors to digest information that contributes to Wanger Select's financial success or failures. It also enables traders to predict the movement of Wanger Mutual Fund. The fundamental analysis module provides a way to measure Wanger Select'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 Wanger Select mutual fund.
Wanger |
Wanger Select Wanger Mutual Fund Ten Year Return Analysis
Wanger Select's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wanger Select Ten Year Return | 7.54 % |
Most of Wanger Select's fundamental indicators, such as Ten Year Return, 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, Wanger Select Wanger is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
CompetitionBased on the latest financial disclosure, Wanger Select Wanger has a Ten Year Return of 7.54%. This is much higher than that of the Category family and notably higher than that of the Family category. The ten year return for all United States funds is notably lower than that of the firm.
Wanger Select Wanger Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wanger Select's current stock value. Our valuation model uses many indicators to compare Wanger Select value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wanger Select competition to find correlations between indicators driving Wanger Select's intrinsic value. More Info.Wanger Select Wanger is rated second in annual yield among similar funds. It is rated fourth in year to date return among similar funds creating about 22.00 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wanger Select's earnings, one of the primary drivers of an investment's value.Wanger Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wanger Select's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Wanger Select could also be used in its relative valuation, which is a method of valuing Wanger Select by comparing valuation metrics of similar companies.Wanger Select is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Wanger Select
The fund invests 99.92% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Wanger Select'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.
Wanger Fundamentals
| Annual Yield | 0.01 % | |||
| Year To Date Return | 0.22 % | |||
| One Year Return | (9.93) % | |||
| Three Year Return | 25.25 % | |||
| Five Year Return | 0.60 % | |||
| Ten Year Return | 7.54 % | |||
| Net Asset | 135.93 M | |||
| Last Dividend Paid | 2.49 | |||
| Holdings Turnover | 18.00 % | |||
| Equity Positions Weight | 99.92 % |
About Wanger Select Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wanger Select Wanger's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wanger Select using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wanger Select Wanger 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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Other Consideration for investing in Wanger Mutual Fund
If you are still planning to invest in Wanger Select Wanger check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Wanger Select's history and understand the potential risks before investing.
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