Wasatch Large Cap Fund Quote
| WILCX Fund | USD 11.91 0.07 0.58% |
PerformanceStrong
| Odds Of DistressLow
|
Wasatch Large is trading at 11.91 as of the 6th of February 2026; that is 0.58 percent down since the beginning of the trading day. The fund's open price was 11.98. Wasatch Large has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 8th of November 2025 and ending today, the 6th of February 2026. Click here to learn more.
Under normal market conditions, the fund will invest its net assets primarily in the equity securities of foreign and domestic companies of all market capitalizations. It will typically invest in securities issued by companies domiciled in at least three countries, including the United States. More on Wasatch Large Cap
Moving together with Wasatch Mutual Fund
| 0.71 | WAAEX | Wasatch Small Cap | PairCorr |
| 0.65 | WAESX | Wasatch Emerging Markets | PairCorr |
| 0.93 | WAGOX | Wasatch Global Oppor | PairCorr |
Moving against Wasatch Mutual Fund
Wasatch Mutual Fund Highlights
| Fund Concentration | Wasatch Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Wasatch, Large Value, World Large-Stock Value (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 31st of January 2025 |
| Fiscal Year End | September |
Wasatch Large Cap [WILCX] is traded in USA and was established 6th of February 2026. Wasatch Large is listed under Wasatch category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Wasatch family. This fund at this time has accumulated 146.28 M in net assets with no minimum investment requirementsWasatch Large Cap is currently producing year-to-date (YTD) return of 5.15% with the current yeild of 0.02%, while the total return for the last 3 years was 14.83%.
Check Wasatch Large 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 Large 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.
Wasatch Large Cap Risk Profiles
| Mean Deviation | 0.5008 | |||
| Standard Deviation | 0.698 | |||
| Variance | 0.4872 | |||
| Downside Variance | 0.3163 |
Wasatch Large Against Markets
Wasatch Mutual Fund Analysis Notes
The fund generated five year return of 15.0%. Wasatch Large Cap keeps 97.7% of net assets in stocks. This fund last dividend was 0.04 per share. Large Value For more information please call the company at 800-551-1700.Wasatch Large Cap Investment Alerts
| The fund keeps 97.7% of its net assets in stocks |
Top Wasatch Large Cap Mutual Fund Constituents
| ORCL | Oracle | Stock | |
| WMT | Walmart Common Stock | Stock | |
| ETR | Entergy | Stock | |
| SU | Suncor Energy | Stock | |
| CVS | CVS Health Corp | Stock | |
| JNJ | Johnson Johnson | Stock | |
| WFC | Wells Fargo | Stock | |
| UNP | Union Pacific | Stock | |
| UHS | Universal Health Services | Stock | |
| T | ATT Inc | Stock | |
| SAIC | Science Applications International | Stock | |
| PFE | Pfizer Inc | Stock | |
| OZK | Bank Ozk | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| AXS | AXIS Capital Holdings | Stock | |
| ING | ING Group NV | Stock | |
| IBM | International Business Machines | Stock | |
| GM | General Motors | Stock | |
| EXC | Exelon | Stock | |
| ETN | Eaton PLC | Stock | |
| EPR | EPR Properties | Stock | |
| EOG | EOG Resources | Stock | |
| DUK | Duke Energy | Stock | |
| CSCO | Cisco Systems | Stock | |
| C | Citigroup | Stock | |
| CVX | Chevron Corp | Stock | |
| PG | Procter Gamble | Stock |
Wasatch Large Outstanding Bonds
Wasatch Large issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Wasatch Large Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wasatch bonds can be classified according to their maturity, which is the date when Wasatch Large Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Wasatch Large Predictive Daily Indicators
Wasatch Large intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Wasatch Large mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 11.91 | |||
| Day Typical Price | 11.91 | |||
| Price Action Indicator | (0.04) | |||
| Period Momentum Indicator | (0.07) |
Wasatch Large Forecast Models
Wasatch Large's time-series forecasting models are one of many Wasatch Large's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Wasatch Large's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Wasatch Mutual Fund
Wasatch Large 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 Large security.
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