Wasatch Large is trading at 10.33 as of the 16th of June 2025; that is 0.77 percent down since the beginning of the trading day. The fund's open price was 10.41. Wasatch Large has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 18th of March 2025 and ending today, the 16th of June 2025. 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 Large Cap [FMIEX] is traded in USA and was established 16th of June 2025. 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 currently has accumulated 146.1 M in assets under management (AUM) with minimum initial investment of 2 K. Wasatch Large Cap is currently producing year-to-date (YTD) return of 13.55% with the current yeild of 0.02%, while the total return for the last 3 years was 8.51%.
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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.
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.