Wasatch Hoisington Treasury Fund Equity Positions Weight
| WHOSX Fund | USD 11.29 0.12 1.07% |
Wasatch Hoisington Treasury Fund fundamentals help investors to digest information that contributes to Wasatch Hoisington'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 Hoisington'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 Hoisington mutual fund.
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Wasatch Hoisington Treasury Fund Mutual Fund Equity Positions Weight Analysis
Wasatch Hoisington's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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According to the company disclosure, Wasatch Hoisington Treasury Fund has an Equity Positions Weight of 0.0%. This indicator is about the same for the Wasatch average (which is currently at 0.0) family and about the same as Long Government (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Wasatch Hoisington
The fund consists of 98.77% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Wasatch Hoisington'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
| Annual Yield | 0.05 % | |||
| Year To Date Return | 0.63 % | |||
| One Year Return | 4.41 % | |||
| Three Year Return | (13.71) % | |||
| Five Year Return | (6.69) % | |||
| Ten Year Return | 9.19 % | |||
| Net Asset | 279.74 M | |||
| Minimum Initial Investment | 2 K | |||
| Last Dividend Paid | 0.07 | |||
| Cash Position Weight | 1.23 % | |||
| Bond Positions Weight | 98.77 % |
About Wasatch Hoisington Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wasatch Hoisington Treasury Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wasatch Hoisington using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wasatch Hoisington Treasury Fund 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.
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Wasatch Hoisington 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 Hoisington security.
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