Wasatch Emerging Competition

WIESX Fund

USD 19.20 0.16 0.83%

Wasatch Emerging Markets competes with Columbia Diversified, Pgim Conservative, Timothy Plan, Manning Napier, and Harbor Diversified; as well as few others. The fund is listed under Diversified Emerging Mkts category and is part of Wasatch family. Analyzing Wasatch Emerging competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Wasatch Emerging to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Wasatch Emerging Correlation with its peers.

Wasatch Emerging vs Elfun Diversified Correlation

Poor diversification

The correlation between Wasatch Emerging Markets and ELDFX is 0.75 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Wasatch Emerging Markets and ELDFX in the same portfolio, assuming nothing else is changed.

Moving together with Wasatch Mutual Fund

0.69	WAAEX	Wasatch Small Cap	Pair Corr
1.0	WAESX	Wasatch Emerging Markets	Pair Corr
0.74	WAGSX	Wasatch Global Select	Pair Corr
0.7	WAGOX	Wasatch Global Oppor	Pair Corr

Moving against Wasatch Mutual Fund

0.58	WAEMX	Wasatch Emerging Markets	Pair Corr
0.58	WAIOX	Wasatch International	Pair Corr
0.57	WAIGX	Wasatch International	Pair Corr
0.31	WHOSX	Wasatch Hoisington	Pair Corr

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Wasatch Emerging's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
18.43	19.28	20.13

Details

Intrinsic

Valuation

Low	Real	High
18.24	19.09	19.94

Details

Naive

Forecast

Low	Next	High
18.48	19.33	20.18

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
18.54	19.01	19.48

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Wasatch Emerging Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Wasatch Emerging and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Wasatch and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Wasatch Emerging Markets does not affect the price movement of the other competitor.

	CDEYX	PGFCX	TIICX	MNDWX	HIIDX	EKBCX	ELDFX
CDEYX		0.89	0.93	0.9	0.91	0.92	0.9	CDEYX
PGFCX	0.89		0.91	0.91	0.95	0.9	0.97	PGFCX
TIICX	0.93	0.91		0.9	0.92	0.91	0.9	TIICX
MNDWX	0.9	0.91	0.9		0.93	0.91	0.93	MNDWX
HIIDX	0.91	0.95	0.92	0.93		0.97	0.96	HIIDX
EKBCX	0.92	0.9	0.91	0.91	0.97		0.93	EKBCX
ELDFX	0.9	0.97	0.9	0.93	0.96	0.93		ELDFX
	CDEYX	PGFCX	TIICX	MNDWX	HIIDX	EKBCX	ELDFX

Risk-Adjusted Indicators

There is a big difference between Wasatch Mutual Fund performing well and Wasatch Emerging Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Wasatch Emerging's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
CDEYX	0.54	0.06	0.07	0.13	0.52	(0.62)	1.24	(0.96)	3.03
PGFCX	0.23	0.03	(0.05)	0.48	0.18	(0.26)	0.48	(0.47)	2.25
TIICX	0.34	0.03	0.01	0.13	0.26	(0.38)	0.88	(0.64)	1.94
MNDWX	0.06	0.00	(0.34)	0.15	0.00	(0.10)	0.10	(0.10)	0.38
HIIDX	0.64	0.21	0.24	1.09	0.36	(0.76)	1.35	(1.12)	6.31
EKBCX	0.91	0.27	0.21	0.36	0.74	(0.99)	2.00	(1.90)	10.68
ELDFX	0.43	0.10	0.13	0.30	0.24	(0.47)	0.82	(0.77)	6.39

Wasatch Emerging Competitive Analysis

The better you understand Wasatch Emerging competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Wasatch Emerging's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Wasatch Emerging's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	WIESX	CDEYX	PGFCX	TIICX	MNDWX	HIIDX	EKBCX	ELDFX
	0.83 19.20 Wasatch	0.26 19.13 Columbia	0.09 10.86 Pgim	0.17 11.48 Timothy	0.09 10.59 Manning	0.51 15.47 HARBOR	0.12 16.43 Wells	0.04 22.56 Elfun
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Soft	Good	Good	Solid	Solid	Solid	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Over Valued	Under Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Buy	Hold	Strong Hold	Strong Sell	Strong Buy	Strong Buy	Strong Buy
Holdings Turnover	N/A	N/A	86.70 %	N/A	N/A	N/A	N/A	N/A
Net Asset	225.51 M	2.16 B	5.05 M	35.62 M	259.04 M	753.49 M	1.73 B	202.95 M
Minimum Initial Investment	100 K	1000 K	1 K	N/A	N/A	N/A	N/A	500
Price To Book	N/A	1.92 X	2.87 X	N/A	N/A	N/A	2.75 X	1.99 X
Five Year Return	(0.91) %	12.82 %	(1.68) %	N/A	1.10 %	8.10 %	14.63 %	7.90 %
One Year Return	9.18 %	17.76 %	16.26 %	N/A	5.14 %	34.08 %	31.76 %	17.52 %
Last Dividend Paid	N/A	0.06	N/A	N/A	0.04	N/A	N/A	0.38
Price To Earning	N/A	17.25 X	15.16 X	N/A	N/A	N/A	25.27 X	17.70 X
Price To Sales	N/A	1.45 X	1.43 X	N/A	N/A	N/A	2.03 X	1.86 X
Cash Position Weight	2.25 %	1.11 %	1.15 %	N/A	5.42 %	2.68 %	1.02 %	2.22 %
Equity Positions Weight	97.75 %	97.46 %	98.85 %	N/A	N/A	97.32 %	83.06 %	97.74 %
Three Year Return	6.33 %	15.06 %	(8.18) %	N/A	2.85 %	14.45 %	22.70 %	13.75 %
Annual Yield	N/A	0.01 %	0.04 %	0.01 %	0.03 %	0.03 %	0.0001 %	0.03 %
Year To Date Return	0.59 %	3.21 %	(2.44) %	N/A	0.57 %	5.98 %	9.40 %	2.69 %
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	1.10 %	N/A
Ten Year Return	N/A	9.59 %	(6.10) %	N/A	2.22 %	N/A	10.58 %	7.12 %
Day Typical Price	19.2	19.13	10.86	11.48	10.59	15.47	16.43	22.56
Daily Balance Of Power	0	9.2 T	0	9.2 T	9.2 T	0	9.2 T	9.2 T
Period Momentum Indicator	(0.16)	0.05	(0.01)	0.02	0.01	(0.08)	0.02	0.01
Rate Of Daily Change	0.99	1.0	1.0	1.0	1.0	0.99	1.0	1.0
Day Median Price	19.2	19.13	10.86	11.48	10.59	15.47	16.43	22.56
Price Action Indicator	(0.08)	0.025	(0.01)	0.01	0.005	(0.04)	0.01	0.005
Relative Strength Index	55.18	62.07	66.23	66.7	65.43	73.32	71.31	70.17
Coefficient Of Variation	1320.61	609.35	727.2	648.77	533.06	412.07	484.16	573.91
Mean Deviation	0.6492	0.5428	0.2261	0.3351	0.0566	0.6412	0.9063	0.4302
Jensen Alpha	0.0234	0.06	0.0307	0.0323	0.0029	0.2109	0.2653	0.1039
Total Risk Alpha	(0.01)	0.053	0.0116	0.0248	(0)	0.154	0.2003	0.0706
Sortino Ratio	9.0E-4	0.0727	(0.05)	0.0073	(0.34)	0.2356	0.2079	0.1316
Downside Variance	0.6239	0.4608	0.1095	0.1575	0.019	0.5211	1.54	0.3184
Standard Deviation	0.8195	0.6741	0.3229	0.4166	0.0768	0.9535	1.55	0.7781
Kurtosis	(0.23)	(0.15)	5.92	(0.03)	0.7673	11.35	18.57	25.21
Potential Upside	1.47	1.24	0.4766	0.8826	0.0954	1.35	2.0	0.8163
Treynor Ratio	0.0933	0.127	0.4778	0.1268	0.1498	1.09	0.3582	0.2965
Maximum Drawdown	3.23	3.03	2.25	1.94	0.3781	6.31	10.68	6.39
Variance	0.6716	0.4544	0.1043	0.1735	0.0059	0.9091	2.39	0.6054
Market Risk Adjusted Performance	0.1033	0.137	0.4878	0.1368	0.1598	1.1	0.3682	0.3065
Risk Adjusted Performance	0.0561	0.1184	0.0874	0.1045	0.0517	0.1786	0.1553	0.1272
Skewness	(0.01)	(0.30)	0.9992	0.222	(0.65)	2.22	3.06	3.87
Semi Deviation	0.6863	0.5248	0.1785	0.2649	0.0	0.3611	0.7382	0.239
Information Ratio	9.0E-4	0.0732	(0.05)	0.007	(0.61)	0.1784	0.1669	0.0955
Value At Risk	(1.12)	(0.96)	(0.47)	(0.64)	(0.1)	(1.12)	(1.90)	(0.77)
Expected Short fall	(0.75)	(0.62)	(0.26)	(0.38)	(0.1)	(0.76)	(0.99)	(0.47)
Downside Deviation	0.7899	0.6788	0.3309	0.3969	0.138	0.7219	1.24	0.5643
Semi Variance	0.471	0.2754	0.0319	0.0702	(0.01)	0.1304	0.545	0.0571

Wasatch Emerging Competition Performance Charts

Five steps to successful analysis of Wasatch Emerging Competition

Wasatch Emerging's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Wasatch Emerging Markets in relation to its competition. Wasatch Emerging's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Wasatch Emerging in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Wasatch Emerging's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Wasatch Emerging Markets, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Wasatch Emerging position

In addition to having Wasatch Emerging in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Disruptive Technologies

New or established technology companies and funds across multiple sectors that are involved in development or marketing of products or services that experience disruptive trends and that are at the forefront of discussions on Wall Street. The Disruptive Technologies theme has 36 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Disruptive Technologies Theme or any other thematic opportunities.

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Other Information on Investing in Wasatch Mutual Fund

Wasatch Emerging 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 Emerging security.

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Wasatch Emerging Competition

Wasatch Emerging vs Elfun Diversified Correlation

Poor diversification

Moving together with Wasatch Mutual Fund

Moving against Wasatch Mutual Fund

Specify up to 10 symbols:

Wasatch Emerging Competition Correlation Matrix

Risk-Adjusted Indicators

Wasatch Emerging Competitive Analysis

Wasatch Emerging Competition Performance Charts

Five steps to successful analysis of Wasatch Emerging Competition

Complement your Wasatch Emerging position

Did You Try This Idea?

Run Disruptive Technologies Thematic Idea Now

Disruptive Technologies

Other Information on Investing in Wasatch Mutual Fund

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