Wasatch Hoisington Treasury Fund Fundamentals
WHOSX Fund | USD 11.42 0.01 0.09% |
Wasatch Hoisington Treasury Fund fundamentals help investors to digest information that contributes to Wasatch-hoisington's financial success or failures. It also enables traders to predict the movement of Wasatch-hoisington Mutual Fund. The fundamental analysis module provides a way to measure Wasatch-hoisington'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-hoisington mutual fund.
Wasatch-hoisington |
Wasatch Hoisington Treasury Fund Mutual Fund Ten Year Return Analysis
Wasatch-hoisington'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 Wasatch-hoisington Ten Year Return | 9.19 % |
Most of Wasatch-hoisington'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, Wasatch Hoisington Treasury Fund 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.
Competition |
Based on the latest financial disclosure, Wasatch Hoisington Treasury Fund has a Ten Year Return of 9.19%. This is much higher than that of the Wasatch family and significantly higher than that of the Long Government category. The ten year return for all United States funds is notably lower than that of the firm.
Wasatch Hoisington Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wasatch-hoisington's current stock value. Our valuation model uses many indicators to compare Wasatch-hoisington value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wasatch-hoisington competition to find correlations between indicators driving Wasatch-hoisington's intrinsic value. More Info.Wasatch Hoisington Treasury Fund is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 11.65 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 Wasatch-hoisington's earnings, one of the primary drivers of an investment's value.Wasatch-hoisington Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wasatch-hoisington'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 Wasatch-hoisington could also be used in its relative valuation, which is a method of valuing Wasatch-hoisington by comparing valuation metrics of similar companies.Wasatch Hoisington is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Wasatch-hoisington
The fund consists of 98.77% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Wasatch-hoisington'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-hoisington Fundamentals
Annual Yield | 0.05 % | ||||
Year To Date Return | 0.63 % | ||||
One Year Return | 4.41 % | ||||
Three Year Return | (13.71) % | ||||
Five Year Return | (6.69) % | ||||
Ten Year Return | 9.19 % | ||||
Net Asset | 279.74 M | ||||
Minimum Initial Investment | 2 K | ||||
Last Dividend Paid | 0.07 | ||||
Cash Position Weight | 1.23 % | ||||
Bond Positions Weight | 98.77 % |
About Wasatch-hoisington Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wasatch Hoisington Treasury Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wasatch-hoisington using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wasatch Hoisington Treasury Fund 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.The fund typically invests at least 90 percent of the funds total assets in U.S. Treasury securities and in repurchase agreements collateralized by such securities. The adviser adjusts the average maturity and effective duration of the funds portfolio based on HIMCOs assessment of multi-year trends in national and international economic conditions.
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Wasatch-hoisington financial ratios help investors to determine whether Wasatch-hoisington 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-hoisington with respect to the benefits of owning Wasatch-hoisington security.
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