Wasatch Large Cap Fund Quote

WILCX Fund  USD 9.22  0.12  1.28%   

Performance

5 of 100

 
Low
 
High
Modest

Odds Of Distress

Less than 42

 
100  
 
Zero
Below Average
Wasatch Large is trading at 9.22 as of the 28th of March 2024; that is -1.28 percent decrease since the beginning of the trading day. The fund's open price was 9.34. Wasatch Large has about a 42 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 Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of February 2023 and ending today, the 28th of March 2024. Click here to learn more.
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. More on Wasatch Large Cap

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 Large's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Wasatch Large or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationWasatch Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Wasatch, Large Value, World Large-Stock Value (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date31st of January 2023
Fiscal Year EndSeptember
Wasatch Large Cap [WILCX] is traded in USA and was established 28th of March 2024. Wasatch Large is listed under Wasatch category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Wasatch family. This fund at this time has accumulated 146.1 M in net assets with no minimum investment requirementsWasatch Large Cap is currently producing year-to-date (YTD) return of 2.56% with the current yeild of 0.03%, while the total return for the last 3 years was 5.51%.
Check Wasatch Large Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wasatch Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wasatch Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wasatch Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Wasatch Large Cap Mutual Fund Constituents

ORCLOracleStockInformation Technology
WMTWalmartStockConsumer Staples
ETREntergyStockUtilities
SUSuncor EnergyStockEnergy
CVSCVS Health CorpStockHealth Care
JNJJohnson JohnsonStockHealth Care
WFCWells FargoStockFinancials
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Wasatch Large Target Price Odds Analysis

Based on a normal probability distribution, the odds of Wasatch Large jumping above the current price in 90 days from now is under 4%. The Wasatch Large Cap probability density function shows the probability of Wasatch Large mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Wasatch Large Cap has a beta of -0.1442. This entails as returns on benchmark increase, returns on holding Wasatch Large are expected to decrease at a much lower rate. During the bear market, however, Wasatch Large Cap is likely to outperform the market. Additionally, wasatch Large Cap has an alpha of 0.0611, implying that it can generate a 0.0611 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 9.22HorizonTargetOdds Above 9.22
96.62%90 days
 9.22 
3.24%
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) .

Wasatch Large Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Wasatch Large market risk premium is the additional return an investor will receive from holding Wasatch Large 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 Large. 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 Large's alpha and beta are two of the key measurements used to evaluate Wasatch Large's performance over the market, the standard measures of volatility play an important role as well.

Wasatch Large Against Markets

Picking the right benchmark for Wasatch Large 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 Large 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 Large is critical whether you are bullish or bearish towards Wasatch Large Cap at a given time. Please also check how Wasatch Large'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 Large 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.

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How to buy Wasatch Mutual Fund?

Before investing in Wasatch Large, 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 Large. To buy Wasatch Large fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Wasatch Large. 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 Large fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Wasatch Large 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 Large 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 Large 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 Large Cap?

The danger of trading Wasatch Large 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 Large 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 Large. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Wasatch Large 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 Large 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 main economic indicators.
Note that the Wasatch Large Cap information on this page should be used as a complementary analysis to other Wasatch Large'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 Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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When running Wasatch Large's price analysis, check to measure Wasatch Large'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 Large is operating at the current time. Most of Wasatch Large's value examination focuses on studying past and present price action to predict the probability of Wasatch Large'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 Large's price. Additionally, you may evaluate how the addition of Wasatch Large to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Wasatch Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wasatch Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wasatch Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.