Wasatch Large Cap Fund Manager Performance Evaluation
| FMIEX Fund | USD 11.71 0.05 0.43% |
The entity maintains a market beta of 0.56, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wasatch Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wasatch Large is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wasatch Large Cap are ranked lower than 26 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Wasatch Large showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 31st of January 2025 | |
| Expense Ratio | 1.1100 |
Wasatch |
Wasatch Large Relative Risk vs. Return Landscape
If you would invest 1,023 in Wasatch Large Cap on November 2, 2025 and sell it today you would earn a total of 148.00 from holding Wasatch Large Cap or generate 14.47% return on investment over 90 days. Wasatch Large Cap is currently producing 0.224% returns and takes up 0.6818% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Wasatch, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch Large Current Valuation
Overvalued
Today
Please note that Wasatch Large's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Wasatch Large Cap maintains a prevalent Real Value of $10.56 per share. The last-minute price of the fund is $11.71. We determine the value of Wasatch Large Cap from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wasatch Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch Large's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.71 | Real 10.56 | Hype 11.66 | Naive 11.76 |
The intrinsic value of Wasatch Large's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wasatch Large's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wasatch Large Cap helps investors to forecast how Wasatch mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wasatch Large more accurately as focusing exclusively on Wasatch Large's fundamentals will not take into account other important factors: Wasatch Large Target Price Odds to finish over Current Price
The tendency of Wasatch Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 11.71 | 90 days | 11.71 | under 4 |
Based on a normal probability distribution, the odds of Wasatch Large to move above the current price in 90 days from now is under 4 (This Wasatch Large Cap probability density function shows the probability of Wasatch Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Wasatch Large has a beta of 0.56. This usually indicates as returns on the market go up, Wasatch Large average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Wasatch Large Cap will be expected to be much smaller as well. Additionally Wasatch Large Cap has an alpha of 0.1559, implying that it can generate a 0.16 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Wasatch Large Price Density |
| Price |
Predictive Modules for Wasatch Large
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wasatch Large Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Wasatch Large's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Wasatch Large Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wasatch Large is not an exception. The market had few large corrections towards the Wasatch Large's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Wasatch Large Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wasatch Large within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.16 | |
β | Beta against Dow Jones | 0.56 | |
σ | Overall volatility | 0.50 | |
Ir | Information ratio | 0.20 |
Wasatch Large Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Wasatch Large for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wasatch Large Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 98.45% of its assets under management (AUM) in equities |
Wasatch Large Fundamentals Growth
Wasatch Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wasatch Large, and Wasatch Large fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wasatch Mutual Fund performance.
| Price To Earning | 16.27 X | |||
| Price To Book | 1.59 X | |||
| Price To Sales | 1.60 X | |||
| Total Asset | 126.28 M | |||
About Wasatch Large Performance
Evaluating Wasatch Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch Large has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wasatch Large has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund will invest its net assets primarily in the equity securities of foreign and domestic companies of all market capitalizations. It will typically invest in securities issued by companies domiciled in at least three countries, including the United States. The fund will invest a significant portion of its total assets in companies domiciled in foreign countries.Things to note about Wasatch Large Cap performance evaluation
Checking the ongoing alerts about Wasatch Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 98.45% of its assets under management (AUM) in equities |
- Analyzing Wasatch Large's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wasatch Large's stock is overvalued or undervalued compared to its peers.
- Examining Wasatch Large's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wasatch Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch Large's mutual fund. These opinions can provide insight into Wasatch Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wasatch Mutual Fund
Wasatch Large 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 Large security.
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