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WGMCX Wasatch Ultra Growth Institutional 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), Intra-Cellular Therapies (NASDAQ:ITCI).

Industry description

The investment seeks long-term growth of capital; income is a secondary objective. The fund invests primarily in smaller high growth companies. It will invest the fund's assets in the equity securities, typically common stock, of smaller companies that the managers believe have the potential for rapid growth in earnings per share. The fund may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies. It may invest a large percentage of its assets in a few sectors. These sectors were information technology, health care, consumer discretionary, financials, and industrials.

Market Cap

The average market capitalization across the Wasatch Ultra Growth Institutional MF is 8.15B. The market cap for tickers in the group ranges from 4.91B to 13.87B. FND holds the highest valuation in this group at 13.87B. The lowest valued company is BCPC at 4.91B.

Volume

The average weekly volume growth across all stocks in the Wasatch Ultra Growth Institutional MF was -16%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -16%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 57
Price Growth Rating: 50
SMR Rating: 70
Profit Risk Rating: 40
Seasonality Score: -6 (-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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WGMCX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WGMCX
1D Price
Change %
WGMCX100%
-0.32%
VSGIX - WGMCX
92%
Closely correlated
-0.05%
VISGX - WGMCX
92%
Closely correlated
-0.05%
VSGAX - WGMCX
92%
Closely correlated
-0.04%
VEXPX - WGMCX
92%
Closely correlated
+0.05%
VEXRX - WGMCX
91%
Closely correlated
+0.04%
More