Wasatch Small Cap Fund Fundamentals
| WIAEX Fund | USD 45.44 0.05 0.11% |
Wasatch Small Cap fundamentals help investors to digest information that contributes to Wasatch Small'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 Small'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 Small mutual fund.
Wasatch |
Wasatch Small Cap Mutual Fund Ten Year Return Analysis
Wasatch Small's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wasatch Small Ten Year Return | 14.31 % |
Most of Wasatch Small's fundamental indicators, such as Ten 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 Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Wasatch Small Cap has a Ten Year Return of 14.31%. This is much higher than that of the Wasatch family and significantly higher than that of the Small Growth category. The ten year return for all United States funds is notably lower than that of the firm.
Wasatch Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wasatch Small's current stock value. Our valuation model uses many indicators to compare Wasatch Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wasatch Small competition to find correlations between indicators driving Wasatch Small's intrinsic value. More Info.Wasatch Small Cap is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 21.32 of Year To Date Return per Price To Earning. 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 Small's earnings, one of the primary drivers of an investment's value.Wasatch Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wasatch Small's direct or indirect competition against its Ten 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 Small could also be used in its relative valuation, which is a method of valuing Wasatch Small by comparing valuation metrics of similar companies.Wasatch Small is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Wasatch Small
The fund invests 99.04% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.49%) and various exotic instruments (0.47%).Asset allocation divides Wasatch Small'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 | 1.05 X | ||||
| Total Asset | 1.33 B | ||||
| Year To Date Return | 22.38 % | ||||
| One Year Return | 38.25 % | ||||
| Three Year Return | (5.45) % | ||||
| Five Year Return | 9.86 % | ||||
| Ten Year Return | 14.31 % | ||||
| Net Asset | 2.23 B | ||||
| Cash Position Weight | 0.49 % | ||||
| Equity Positions Weight | 99.04 % |
About Wasatch Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wasatch Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wasatch Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wasatch Small Cap 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 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 .
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 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.
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