Wasatch Frontier Emerging Fund Fundamentals
| WAFMX Fund | USD 3.54 0.02 0.56% |
Wasatch Frontier Emerging fundamentals help investors to digest information that contributes to Wasatch Frontier's financial success or failures. It also enables traders to predict the movement of Wasatch Mutual Fund. The fundamental analysis module provides a way to measure Wasatch Frontier's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wasatch Frontier mutual fund.
Wasatch |
Wasatch Frontier Emerging Mutual Fund Three Year Return Analysis
Wasatch Frontier's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wasatch Frontier Three Year Return | (7.24) % |
Most of Wasatch Frontier's fundamental indicators, such as Three Year Return, 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 Frontier Emerging is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Wasatch Frontier Emerging has a Three Year Return of -7.2448%. This is much lower than that of the Wasatch family and significantly lower than that of the Diversified Emerging Mkts category. The three year return for all United States funds is notably higher than that of the company.
Wasatch Frontier Emerging Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wasatch Frontier's current stock value. Our valuation model uses many indicators to compare Wasatch Frontier value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wasatch Frontier competition to find correlations between indicators driving Wasatch Frontier's intrinsic value. More Info.Wasatch Frontier Emerging 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 0.21 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Wasatch Frontier Emerging is roughly 4.78 . 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 Frontier's earnings, one of the primary drivers of an investment's value.Wasatch Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wasatch Frontier's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Wasatch Frontier could also be used in its relative valuation, which is a method of valuing Wasatch Frontier by comparing valuation metrics of similar companies.Wasatch Frontier is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Wasatch Frontier
The fund consists of 96.47% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Wasatch Frontier's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Wasatch Fundamentals
| Price To Earning | 16.11 X | ||||
| Price To Book | 3.37 X | ||||
| Price To Sales | 2.49 X | ||||
| Total Asset | 32.02 M | ||||
| Year To Date Return | 12.74 % | ||||
| One Year Return | 22.07 % | ||||
| Three Year Return | (7.24) % | ||||
| Five Year Return | 4.37 % | ||||
| Net Asset | 36.36 M | ||||
| Cash Position Weight | 3.53 % | ||||
| Equity Positions Weight | 96.47 % |
About Wasatch Frontier Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wasatch Frontier Emerging's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wasatch Frontier using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wasatch Frontier Emerging based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests primarily in the equity securities of companies of all market capitalizations that are tied economically to frontier markets and small emerging market countries. It will invest at least 80 percent of its assets in the equity securities of companies that are tied economically to frontier markets and small emerging market countries. The fund may invest a large percentage of its assets in a few sectors. These sectors were financials, information technology, industrials, consumer discretionary, and consumer staples. It is non-diversified.
Also Currently Popular
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 Frontier 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 Frontier security.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |