Wasatch Micro Cap Fund Quote
| WMICX Fund | USD 8.58 0.15 1.72% |
Performance8 of 100
| Odds Of DistressLess than 21
|
Wasatch Micro is trading at 8.58 as of the 14th of November 2024; that is 1.72 percent down since the beginning of the trading day. The fund's open price was 8.73. Wasatch Micro 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. Equity ratings for Wasatch Micro Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of November 2022 and ending today, the 14th of November 2024. Click here to learn more.
The fund invests at least 80 percent of the funds net assets in the equity securities, typically common stock, of micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of 1.5 billion or the market capitalization of the largest company in the Russell Microcap Index. More on Wasatch Micro Cap
Moving together with Wasatch Mutual Fund
Moving against Wasatch Mutual Fund
Wasatch Mutual Fund Highlights
| Fund Concentration | Wasatch Funds, Large Funds, Small Growth Funds, Small Growth, Wasatch (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Wasatch Micro Cap [WMICX] is traded in USA and was established 14th of November 2024. Wasatch Micro is listed under Wasatch category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Wasatch family. This fund at this time has accumulated 653.9 M in net assets with minimum initial investment of 2 K. Wasatch Micro Cap is currently producing year-to-date (YTD) return of 28.07%, while the total return for the last 3 years was -5.71%.
Check Wasatch Micro 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 Micro 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 Micro Cap Mutual Fund Constituents
| IBP | Installed Building Products | Stock | Consumer Discretionary | |
| PRPL | Purple Innovation | Stock | Consumer Discretionary | |
| KAI | Kadant Inc | Stock | Industrials | |
| RPD | Rapid7 Inc | Stock | Information Technology | |
| TREE | Lendingtree | Stock | Financials | |
| AIMC | Altra Industrial Motion | Stock | Industrials | |
| FN | Fabrinet | Stock | Information Technology | |
| ENV | Envestnet | Stock | Information Technology |
Wasatch Micro Cap Risk Profiles
| Mean Deviation | 1.07 | |||
| Semi Deviation | 1.04 | |||
| Standard Deviation | 1.45 | |||
| Variance | 2.09 |
Wasatch Micro Against Markets
Other Information on Investing in Wasatch Mutual Fund
Wasatch Micro 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 Micro security.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |