Wasatch Emerging Markets Fund Fundamentals
| WIESX Fund | USD 17.69 0.14 0.79% |
Wasatch Emerging Markets fundamentals help investors to digest information that contributes to Wasatch Emerging'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 Emerging'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 Emerging mutual fund.
Wasatch |
Wasatch Emerging Markets Mutual Fund Minimum Initial Investment Analysis
Wasatch Emerging's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Wasatch Emerging Minimum Initial Investment | 100 K |
Most of Wasatch Emerging's fundamental indicators, such as Minimum Initial Investment, 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 Emerging Markets is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
| Competition |
Based on the recorded statements, Wasatch Emerging Markets has a Minimum Initial Investment of 100 K. This is much higher than that of the Wasatch family and significantly higher than that of the Diversified Emerging Mkts category. The minimum initial investment for all United States funds is notably lower than that of the firm.
Wasatch Emerging Markets Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wasatch Emerging's current stock value. Our valuation model uses many indicators to compare Wasatch Emerging value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wasatch Emerging competition to find correlations between indicators driving Wasatch Emerging's intrinsic value. More Info.Wasatch Emerging Markets is rated fifth in year to date return among similar funds. It is rated fourth in one year return among similar funds reporting about 2.32 of One Year Return per Year To Date Return. 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 Emerging's earnings, one of the primary drivers of an investment's value.Wasatch Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wasatch Emerging's direct or indirect competition against its Minimum Initial Investment 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 Emerging could also be used in its relative valuation, which is a method of valuing Wasatch Emerging by comparing valuation metrics of similar companies.Wasatch Emerging is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for Wasatch Emerging
The fund consists of 97.75% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Wasatch Emerging'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
| Total Asset | 419.05 M | ||||
| Year To Date Return | 5.43 % | ||||
| One Year Return | 12.61 % | ||||
| Three Year Return | (8.21) % | ||||
| Five Year Return | 8.24 % | ||||
| Net Asset | 480.44 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Cash Position Weight | 2.25 % | ||||
| Equity Positions Weight | 97.75 % |
About Wasatch Emerging Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wasatch Emerging Markets's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wasatch Emerging using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wasatch Emerging Markets 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 companies of all market capitalizations that are tied economically to emerging market countries. It will invest at least 80 percent of its net assets in the equity securities of companies that are tied economically to emerging market countries. The fund may invest a large percentage of its assets in a few sectors. These sectors were health care, industrials, consumer discretionary, information technology, and financials. 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 Emerging 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 Emerging security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |