Wasatch Small Cap Fund Quote
| WAAEX Fund | USD 44.87 0.62 1.40% |
Performance17 of 100
| Odds Of DistressLess than 15
|
Wasatch Small is trading at 44.87 as of the 26th of November 2024; that is 1.40 percent up since the beginning of the trading day. The fund's open price was 44.25. Wasatch Small has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Wasatch Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests primarily in small growth companies. It will invest at least 80 percent of the funds net assets in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20 percent of its total assets at the time of purchase in securities issued by foreign companies .. More on Wasatch Small Cap
Moving together with Wasatch Mutual Fund
Moving against Wasatch Mutual Fund
Wasatch Mutual Fund Highlights
| Fund Concentration | Wasatch Funds, Large Funds, Small Growth Funds, Small Growth, Wasatch (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Wasatch Small Cap [WAAEX] is traded in USA and was established 26th of November 2024. Wasatch Small is listed under Wasatch category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Wasatch family. This fund at this time has accumulated 2.23 B in net assets with minimum initial investment of 2 K. Wasatch Small Cap is currently producing year-to-date (YTD) return of 23.98%, while the total return for the last 3 years was -4.79%.
Check Wasatch Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wasatch Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wasatch Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wasatch Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wasatch Small Cap Mutual Fund Constituents
| WCC | WESCO International | Stock | Industrials | |
| NEOG | Neogen | Stock | Health Care | |
| SAVE | Spirit Airlines | Stock | Industrials | |
| KRNT | Kornit Digital | Stock | Industrials | |
| EYE | National Vision Holdings | Stock | Consumer Discretionary | |
| RPD | Rapid7 Inc | Stock | Information Technology | |
| MNRO | Monro Muffler Brake | Stock | Consumer Discretionary | |
| B | Barnes Group | Stock | Industrials |
Wasatch Small Cap Risk Profiles
| Mean Deviation | 0.9163 | |||
| Semi Deviation | 0.8503 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.4 |
Wasatch Small Against Markets
Other Information on Investing in Wasatch Mutual Fund
Wasatch Small 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 Small security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |