Wasatch Long/short Financial Statements From 2010 to 2024
| WALSX Fund | USD 15.43 0.01 0.06% |
Check Wasatch Long/short financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Wasatch Long/short's main balance sheet or income statement drivers, such as , as well as many indicators such as . Wasatch financial statements analysis is a perfect complement when working with Wasatch Long/short Valuation or Volatility modules.
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.
Wasatch Longshort Alpha Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wasatch Long/short's current stock value. Our valuation model uses many indicators to compare Wasatch Long/short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wasatch Long/short competition to find correlations between indicators driving Wasatch Long/short's intrinsic value. More Info.Wasatch Longshort Alpha is presently regarded as number one fund in one year return among similar funds. It also is presently regarded as number one fund in three year return among similar funds reporting about 6.12 of Three Year Return per One Year Return. 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 Long/short's earnings, one of the primary drivers of an investment's value.About Wasatch Long/short Financial Statements
Wasatch Long/short investors use historical fundamental indicators, such as Wasatch Long/short's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Wasatch Long/short. Please read more on our technical analysis and fundamental analysis pages.
The fund adviser seeks to provide higher risk-adjusted returns with lower volatility compared to domestic equity markets. Wasatch LongShort is traded on NASDAQ Exchange in the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Wasatch Mutual Fund
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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