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

The investment seeks long-term growth of capital; income is a secondary objective... Show more

Category: #Small Growth
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A.I.Advisor
published Highlights

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 8.15B. The market cap for tickers in the group ranges from 2.14B to 17.09B. MEDP holds the highest valuation in this group at 17.09B. The lowest valued company is UFPT at 2.14B.

Volume

The average weekly volume growth across all stocks in the Wasatch Small Cap Growth Investor MF was -6%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was -50%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 71
Price Growth Rating: 55
SMR Rating: 51
Profit Risk Rating: 61
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Details
Category
Small Growth
Address
Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City
Phone
N/A
Web
www.wasatchfunds.com
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WAAEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WAAEX has been closely correlated with NRGEX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if WAAEX jumps, then NRGEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WAAEX
1D Price
Change %
WAAEX100%
N/A
NRGEX - WAAEX
91%
Closely correlated
N/A
WCMLX - WAAEX
90%
Closely correlated
N/A
WCMNX - WAAEX
90%
Closely correlated
N/A
NRGSX - WAAEX
-3%
Poorly correlated
N/A
VSGAX - WAAEX
-5%
Poorly correlated
N/A
More
Wasatch Small Cap Growth Investor (WAAEX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com