Wasatch Core Financials
| WGROX Fund | USD 95.55 1.26 1.34% |
Wasatch |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wasatch Core Fund Summary
Wasatch Core competes with Wasatch Small, Wasatch Small, Wasatch Micro, Wasatch Ultra, and Pear Tree. The fund invests primarily in smaller growing companies at reasonable prices. It may invest up to 20 percent of the funds total assets in the equity securities of foreign companies . Securities issued by companies incorporated outside the United States whose securities are principally traded in the United States are not defined as foreign companies and are not subject to this limitation.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9367722017 |
| Business Address | Wasatch Funds Trust |
| Mutual Fund Family | Wasatch |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 551 1700 |
| Currency | USD - US Dollar |
Wasatch Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wasatch Core's current stock value. Our valuation model uses many indicators to compare Wasatch Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wasatch Core competition to find correlations between indicators driving Wasatch Core's intrinsic value. More Info.Wasatch E Growth is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 2.60 of Price To Book per Price To Earning. 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 Core's earnings, one of the primary drivers of an investment's value.Wasatch E Growth Systematic Risk
Wasatch Core's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wasatch Core volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourty-five with a total number of output elements of sixteen. The Beta measures systematic risk based on how returns on Wasatch E Growth correlated with the market. If Beta is less than 0 Wasatch Core generally moves in the opposite direction as compared to the market. If Wasatch Core Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wasatch E Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wasatch Core is generally in the same direction as the market. If Beta > 1 Wasatch Core moves generally in the same direction as, but more than the movement of the benchmark.
Wasatch Core January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wasatch Core help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wasatch E Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wasatch E Growth based on widely used predictive technical indicators. In general, we focus on analyzing Wasatch Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wasatch Core's daily price indicators and compare them against related drivers.
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 13.2 | |||
| Value At Risk | (1.54) | |||
| Potential Upside | 1.55 |
Other Information on Investing in Wasatch Mutual Fund
Wasatch Core 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 Core security.
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