Wasatch Small Cap Fund Analysis

Wasatch Mutual Fund Analysis Notes

The fund generated five year return of 12.0%. Wasatch Small Cap keeps 98.88% of net assets in stocks. This fund last dividend was 0.05 per share. Large For more information please call the company at 800-551-1700.

Wasatch Small Cap Investment Alerts

Wasatch Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Wasatch Small's market, we take the total number of its shares issued and multiply it by Wasatch Small's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Wasatch Small Cap Mutual Fund Constituents

Institutional Mutual Fund Holders for Wasatch Small

Note, although Wasatch Small's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Technical Drivers

As of the 12th of December 2024, Wasatch Small maintains the Downside Deviation of 0.9542, market risk adjusted performance of 0.1372, and Mean Deviation of 0.8449. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wasatch Small Cap, as well as the relationship between them.

Wasatch Small Cap Price Movement Analysis

Wasatch Small Predictive Daily Indicators

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.

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.

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.