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WGLSX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$14.52
Change
-$0.36 (-2.42%)
Net Assets
76.55M

WGLSX Wasatch Long/Short Alpha Institutional Forecast, Technical & Fundamental Analysis

Category LongShort
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Intra-Cellular Therapies (NASDAQ:ITCI).

Industry description

The investment seeks long-term growth of capital. The fund adviser seeks to provide higher risk-adjusted returns with lower volatility compared to domestic equity markets. The adviser will establish long and short positions in a portfolio of equity securities of companies of all market capitalizations. Under normal market conditions, the advisor expects to invest the fund’s assets primarily (greater than 65%) in companies domiciled in the U.S. or listed on a U.S. exchange. The fund is non-diversified.

Market Cap

The average market capitalization across the Wasatch Long/Short Alpha Institutional MF is 13.38B. The market cap for tickers in the group ranges from 2.82B to 59.25B. ROP holds the highest valuation in this group at 59.25B. The lowest valued company is ICFI at 2.82B.

Volume

The average weekly volume growth across all stocks in the Wasatch Long/Short Alpha Institutional MF was 7%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 62
Price Growth Rating: 54
SMR Rating: 61
Profit Risk Rating: 37
Seasonality Score: 27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Long-Short Equity
Address
Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City
Phone
N/A
Web
www.wasatchfunds.com
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WGLSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WGLSX has been closely correlated with DHLSX. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if WGLSX jumps, then DHLSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WGLSX
1D Price
Change %
WGLSX100%
-0.40%
DHLSX - WGLSX
71%
Closely correlated
-0.25%
REMIX - WGLSX
54%
Loosely correlated
-0.06%
GARIX - WGLSX
47%
Loosely correlated
-0.46%
DIAYX - WGLSX
44%
Loosely correlated
-0.25%
DIAMX - WGLSX
43%
Loosely correlated
-0.26%
More