Ad is loading...
MENU

WAAEX Wasatch Small Cap Growth Investor Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are CyberArk Software Ltd (NASDAQ:CYBR), Five Below (NASDAQ:FIVE).

Industry description

The investment seeks long-term growth of capital; income is a secondary objective. The fund invests primarily in small growth companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of small-capitalization companies. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States).

Market Cap

The average market capitalization across the Wasatch Small Cap Growth Investor MF is 8.39B. The market cap for tickers in the group ranges from 5.15B to 12.43B. MEDP holds the highest valuation in this group at 12.43B. The lowest valued company is NVMI at 5.15B.

Volume

The average weekly volume growth across all stocks in the Wasatch Small Cap Growth Investor MF was 18%. For the same stocks of the MF, the average monthly volume growth was 40% and the average quarterly volume growth was 42%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 78
P/E Growth Rating: 63
Price Growth Rating: 48
SMR Rating: 53
Profit Risk Rating: 29
Seasonality Score: 26 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City
Phone
N/A
Web
www.wasatchfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HFQIX6.180.02
+0.32%
Janus Henderson Global Equity Income I
EWMCX39.22-0.47
-1.18%
Evercore Equity
NMFAX15.19-0.20
-1.30%
Nationwide BNY Mellon Dyn US Core A
VRKSX11.70-0.17
-1.43%
Virtus KAR Small-Mid Cap Growth R6
GSBAX15.01-0.28
-1.83%
Goldman Sachs Small Cap Growth C

WAAEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WAAEX has been closely correlated with VSGAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if WAAEX jumps, then VSGAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WAAEX
1D Price
Change %
WAAEX100%
-1.74%
VSGAX - WAAEX
95%
Closely correlated
-1.57%
VISGX - WAAEX
93%
Closely correlated
-1.56%
VEXPX - WAAEX
93%
Closely correlated
-1.74%
VEXRX - WAAEX
93%
Closely correlated
-1.74%
VSGIX - WAAEX
93%
Closely correlated
-1.57%
More