Wasatch Small Cap Fund Quote
WAAEX Fund | USD 37.65 0.13 0.35% |
Performance6 of 100
| Odds Of DistressLess than 40
|
Wasatch Small is trading at 37.65 as of the 29th of March 2024; that is 0.35 percent up since the beginning of the trading day. The fund's open price was 37.52. Wasatch Small has about a 40 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Wasatch Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2023 and ending today, the 29th of March 2024. Click here to learn more.
The investment seeks long-term growth of capital income is a secondary consideration. Wasatch Small is traded on NASDAQ Exchange in the United States. More on Wasatch Small Cap
Moving together with Wasatch Mutual Fund
0.75 | VSGAX | Vanguard Small-cap Growth | PairCorr |
0.75 | VSGIX | Vanguard Small-cap Growth | PairCorr |
0.75 | VISGX | Vanguard Small-cap Growth | PairCorr |
0.75 | VEXPX | Vanguard Explorer Fund | PairCorr |
0.75 | VEXRX | Vanguard Explorer Fund | PairCorr |
0.75 | JGMIX | Janus Triton Fund | PairCorr |
0.75 | JGMRX | Janus Triton Fund | PairCorr |
Wasatch Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Wasatch Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Wasatch Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Small Growth Funds, Small Growth, Wasatch (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 31st of January 2023 |
Fiscal Year End | September |
Wasatch Small Cap [WAAEX] is traded in USA and was established 29th of March 2024. The fund is listed under Small Growth category and is part of Wasatch family. This fund at this time has accumulated 2.23 B in net assets with minimum initial investment of 2 K. Wasatch Small Cap is currently producing year-to-date (YTD) return of 1.85%, while the total return for the last 3 years was -8.37%.
Check Wasatch Small Probability Of Bankruptcy
Instrument Allocation
Top Wasatch Small Cap Mutual Fund Constituents
SITE | SiteOne Landscape Supply | Stock | Industrials |
ICLR | ICON PLC | Stock | Health Care |
CPRT | Copart Inc | Stock | Industrials |
WCC | WESCO International | Stock | Industrials |
ENSG | The Ensign Group | Stock | Health Care |
FIVE | Five Below | Stock | Consumer Discretionary |
FND | Floor Decor Holdings | Stock | Consumer Discretionary |
Wasatch Small Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Wasatch Small market risk premium is the additional return an investor will receive from holding Wasatch Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Wasatch Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Wasatch Small's alpha and beta are two of the key measurements used to evaluate Wasatch Small's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.8844 | |||
Semi Deviation | 1.13 | |||
Standard Deviation | 1.18 | |||
Variance | 1.4 |
Wasatch Small Against Markets
Picking the right benchmark for Wasatch Small mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Wasatch Small mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Wasatch Small is critical whether you are bullish or bearish towards Wasatch Small Cap at a given time. Please also check how Wasatch Small's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Wasatch Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Wasatch Mutual Fund?
Before investing in Wasatch Small, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Wasatch Small. To buy Wasatch Small fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Wasatch Small. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Wasatch Small fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Wasatch Small Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Wasatch Small Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Wasatch Small Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Wasatch Small Cap?
The danger of trading Wasatch Small Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Wasatch Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Wasatch Small. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Wasatch Small Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wasatch Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Wasatch Small Cap information on this page should be used as a complementary analysis to other Wasatch Small's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Complementary Tools for Wasatch Mutual Fund analysis
When running Wasatch Small's price analysis, check to measure Wasatch Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wasatch Small is operating at the current time. Most of Wasatch Small's value examination focuses on studying past and present price action to predict the probability of Wasatch Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wasatch Small's price. Additionally, you may evaluate how the addition of Wasatch Small to your portfolios can decrease your overall portfolio volatility.
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