Wasatch Large Cap Fund Fundamentals

WILCX Fund  USD 9.96  0.04  0.40%   
Wasatch Large Cap fundamentals help investors to digest information that contributes to Wasatch Large's financial success or failures. It also enables traders to predict the movement of Wasatch Mutual Fund. The fundamental analysis module provides a way to measure Wasatch Large's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wasatch Large mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Wasatch Large Cap Mutual Fund One Year Return Analysis

Wasatch Large's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current Wasatch Large One Year Return

    
  18.91 %  
Most of Wasatch Large's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wasatch Large Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition

Based on the recorded statements, Wasatch Large Cap has an One Year Return of 18.9114%. This is much higher than that of the Wasatch family and significantly higher than that of the World Large-Stock Value category. The one year return for all United States funds is notably lower than that of the firm.

Wasatch Large Cap Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Wasatch Large's current stock value. Our valuation model uses many indicators to compare Wasatch Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wasatch Large competition to find correlations between indicators driving Wasatch Large's intrinsic value. More Info.
Wasatch Large Cap is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about  0.10  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Wasatch Large Cap is roughly  10.14 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wasatch Large's earnings, one of the primary drivers of an investment's value.

Wasatch One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wasatch Large's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Wasatch Large could also be used in its relative valuation, which is a method of valuing Wasatch Large by comparing valuation metrics of similar companies.
Wasatch Large is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for Wasatch Large

The fund consists of 97.7% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Wasatch Large's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Wasatch Fundamentals

About Wasatch Large Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Wasatch Large Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wasatch Large using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wasatch Large Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

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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