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WGICX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$8.71
Change
-$0.04 (-0.46%)
Net Assets
729.08M

WGICX Wasatch Micro Cap Institutional Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital; income is a secondary objective. The fund invests at least 80% of the fund's net assets (plus borrowings for investment purposes) 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. It may invest up to 30% of its total assets at the time of purchase in equity securities issued by foreign companies.

Market Cap

The average market capitalization across the Wasatch Micro Cap Institutional MF is 2.22B. The market cap for tickers in the group ranges from 393.14M to 5.36B. ROAD holds the highest valuation in this group at 5.36B. The lowest valued company is ESQ at 393.14M.

Volume

The average weekly volume growth across all stocks in the Wasatch Micro Cap Institutional MF was 53%. For the same stocks of the MF, the average monthly volume growth was 38% and the average quarterly volume growth was 10%

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: 51
Price Growth Rating: 50
SMR Rating: 49
Profit Risk Rating: 30
Seasonality Score: -19 (-100 ... +100)
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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
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WGICX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WGICX has been closely correlated with VEXPX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if WGICX jumps, then VEXPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WGICX
1D Price
Change %
WGICX100%
-0.46%
VEXPX - WGICX
92%
Closely correlated
-1.01%
VEXRX - WGICX
92%
Closely correlated
-1.01%
VISGX - WGICX
92%
Closely correlated
-1.02%
VSGAX - WGICX
92%
Closely correlated
-1.01%
VSGIX - WGICX
92%
Closely correlated
-1.02%
More