Wasatch Longshort Alpha Fund Quote
| WALSX Fund | USD 15.02 0.13 0.86% |
Performance1 of 100
| Odds Of DistressLess than 9
|
Wasatch Longshort is trading at 15.02 as of the 11th of December 2024; that is 0.86 percent down since the beginning of the trading day. The fund's open price was 15.15. Wasatch Longshort has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. The performance scores are derived for the period starting the 11th of November 2024 and ending today, the 11th of December 2024. Click here to learn more.
The fund adviser seeks to provide higher risk-adjusted returns with lower volatility compared to domestic equity markets. The adviser will establish long and short positions in a portfolio of equity securities of companies of all market capitalizations. More on Wasatch Longshort Alpha
Wasatch Mutual Fund Highlights
| Fund Concentration | Wasatch Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Wasatch (View all Sectors) |
| Update Date | 31st of December 2024 |
Wasatch Longshort Alpha [WALSX] is traded in USA and was established 11th of December 2024. Wasatch Longshort is listed under Wasatch category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Wasatch family. Wasatch Longshort Alpha at this time has accumulated 45.84 M in net assets with no minimum investment requirements, while the total return for the last 3 years was 8.38%.
Check Wasatch Longshort 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 Longshort Alpha 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.
Wasatch Longshort Alpha Risk Profiles
| Mean Deviation | 0.5636 | |||
| Semi Deviation | 0.7367 | |||
| Standard Deviation | 0.8506 | |||
| Variance | 0.7234 |
Wasatch Longshort Against Markets
Other Information on Investing in Wasatch Mutual Fund
Wasatch Longshort 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 Longshort security.
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