Wasatch World Innovators Fund Fundamentals
Wasatch World Innovators fundamentals help investors to digest information that contributes to Wasatch World'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 World'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 World mutual fund.
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Wasatch World Innovators Mutual Fund Ten Year Return Analysis
Wasatch World'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 World Ten Year Return | 12.40 % |
Most of Wasatch World'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 World Innovators 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.
CompetitionBased on the latest financial disclosure, Wasatch World Innovators has a Ten Year Return of 12.4%. This is much higher than that of the Seven Canyons family and significantly higher than that of the Foreign Small/Mid Growth category. The ten year return for all United States funds is notably lower than that of the firm.
Wasatch World Innovators Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wasatch World's current stock value. Our valuation model uses many indicators to compare Wasatch World value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wasatch World competition to find correlations between indicators driving Wasatch World's intrinsic value. More Info.Wasatch World Innovators 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 4.16 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 World'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 World'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 World could also be used in its relative valuation, which is a method of valuing Wasatch World by comparing valuation metrics of similar companies.Wasatch World is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Wasatch World
The fund consists of 91.78% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Wasatch World'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 | 1.24 X | ||||
| Total Asset | 33.41 M | ||||
| Year To Date Return | 5.15 % | ||||
| One Year Return | 10.87 % | ||||
| Three Year Return | (0.16) % | ||||
| Five Year Return | 3.59 % | ||||
| Ten Year Return | 12.40 % | ||||
| Net Asset | 97.24 M | ||||
| Cash Position Weight | 7.09 % | ||||
| Equity Positions Weight | 91.78 % |
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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 World 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 World security.
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