Wasatch E Growth Fund Quote
| WIGRX Fund | USD 95.78 0.73 0.77% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Wasatch Core is trading at 95.78 as of the 18th of January 2025; that is 0.77 percent up since the beginning of the trading day. The fund's open price was 95.05. Wasatch Core has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
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.. More on Wasatch E Growth
Moving together with Wasatch Mutual Fund
Wasatch Mutual Fund Highlights
| Fund Concentration | Wasatch Funds, Large Funds, Small Growth Funds, Small Growth, Wasatch (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Wasatch E Growth [WIGRX] is traded in USA and was established 18th of January 2025. Wasatch Core 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 3.24 B in net assets with no minimum investment requirementsWasatch E Growth is currently producing year-to-date (YTD) return of 0.61%, while the total return for the last 3 years was 3.95%.
Check Wasatch Core 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 E Growth 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 E Growth Mutual Fund Constituents
| FND | Floor Decor Holdings | Stock | Consumer Discretionary | |
| TCBI | Texas Capital Bancshares | Stock | Financials | |
| EPAM | EPAM Systems | Stock | Information Technology | |
| MORN | Morningstar | Stock | Financials | |
| MD | Mednax Inc | Stock | Health Care | |
| CMPR | Cimpress NV | Stock | Industrials | |
| POOL | Pool Corporation | Stock | Consumer Discretionary | |
| OLLI | Ollies Bargain Outlet | Stock | Consumer Discretionary |
Wasatch E Growth Risk Profiles
| Mean Deviation | 0.9178 | |||
| Standard Deviation | 1.52 | |||
| Variance | 2.31 | |||
| Risk Adjusted Performance | (0.03) |
Wasatch Core Against Markets
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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