Wasatch Small Cap Fund Analysis
| WAAEX Fund | USD 37.49 0.05 0.13% |
Wasatch Small's financial leverage is the degree to which the firm utilizes its fixed-income securities and uses equity to finance projects. Companies with high leverage are usually considered to be at financial risk. Wasatch Small's financial risk is the risk to Wasatch Small stockholders that is caused by an increase in debt. In other words, with a high degree of financial leverage come high-interest payments, which usually reduce Earnings Per Share (EPS).
Given that Wasatch Small's debt-to-equity ratio measures a Mutual Fund's obligations relative to the value of its net assets, it is usually used by traders to estimate the extent to which Wasatch Small is acquiring new debt as a mechanism of leveraging its assets. A high debt-to-equity ratio is generally associated with increased risk, implying that it has been aggressive in financing its growth with debt. Another way to look at debt-to-equity ratios is to compare the overall debt load of Wasatch Small to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, Wasatch Small is said to be less leveraged. If creditors hold a majority of Wasatch Small's assets, the Mutual Fund is said to be highly leveraged.
Wasatch Small Cap is fairly valued with Real Value of 37.7 and Hype Value of 37.49. The main objective of Wasatch Small fund analysis is to determine its intrinsic value, which is an estimate of what Wasatch Small Cap is worth, separate from its market price. There are two main types of Wasatch Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Wasatch Small Cap. On the other hand, technical analysis, focuses on the price and volume data of Wasatch Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Wasatch Small mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Wasatch |
Wasatch Mutual Fund Analysis Notes
The fund generated returns of -6.0% over the last ten years. Wasatch Small Cap keeps 96.73% of net assets in stocks. Large For more information please call the company at 800-551-1700.Wasatch Small Cap Investment Alerts
| The fund generated five year return of -6.0% | |
| Wasatch Small Cap keeps 96.73% of its net assets in stocks |
Top Wasatch Small Cap Mutual Fund Constituents
| PNFP | Pinnacle Financial Partners | Stock | |
| MNRO | Monro Muffler Brake | Stock | |
| NEOG | Neogen | Stock | |
| PCTY | Paylocity Holdng | Stock | |
| HUBS | HubSpot | Stock | |
| DOCU | DocuSign | Stock | |
| LGIH | LGI Homes | Stock | |
| SITE | SiteOne Landscape Supply | Stock | |
| EYE | National Vision Holdings | Stock | |
| WCC | WESCO International | Stock | |
| KNX | Knight Transportation | Stock | |
| ULTI | REX IncomeMax Option | Etf | |
| CYBR | CyberArk Software | Stock | |
| FIVE | Five Below | Stock | |
| MPWR | Monolithic Power Systems | Stock | |
| B | Barrick Mining | Stock | |
| FND | Floor Decor Holdings | Stock | |
| GLOB | Globant SA | Stock | |
| FRPT | Freshpet | Stock | |
| ENSG | The Ensign Group | Stock | |
| EGBN | Eagle Bancorp | Stock | |
| EEFT | Euronet Worldwide | Stock |
Wasatch Small Outstanding Bonds
Wasatch Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Wasatch Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wasatch bonds can be classified according to their maturity, which is the date when Wasatch Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Wasatch Small Predictive Daily Indicators
Wasatch Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Wasatch Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 37.49 | |||
| Day Typical Price | 37.49 | |||
| Price Action Indicator | 0.025 | |||
| Period Momentum Indicator | 0.05 | |||
| Relative Strength Index | 39.91 |
Wasatch Small Forecast Models
Wasatch Small's time-series forecasting models are one of many Wasatch Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Wasatch Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Wasatch Small Assets Financed by Debt
Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Wasatch Small's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Wasatch Small, which in turn will lower the firm's financial flexibility.Wasatch Small Corporate Bonds Issued
About Wasatch Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Wasatch Small prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Wasatch shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Wasatch Small. By using and applying Wasatch Mutual Fund analysis, traders can create a robust methodology for identifying Wasatch entry and exit points for their positions.
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 .
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As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Wasatch Small to your portfolios without increasing risk or reducing expected return.Did you try this?
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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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