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WGMVX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$4.20
Change
-$0.18 (-4.11%)
Net Assets
359.73M

WGMVX Wasatch Micro Cap Value Institutional Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital. The fund invests primarily in micro cap 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 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 securities issued by foreign companies.

Market Cap

The average market capitalization across the Wasatch Micro Cap Value Institutional MF is 1.9B. The market cap for tickers in the group ranges from 186.68M to 4.86B. SKY holds the highest valuation in this group at 4.86B. The lowest valued company is MAMA at 186.68M.

Volume

The average weekly volume growth across all stocks in the Wasatch Micro Cap Value Institutional MF was -5%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 38%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 60
Price Growth Rating: 48
SMR Rating: 65
Profit Risk Rating: 48
Seasonality Score: 0 (-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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WGMVX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WGMVX
1D Price
Change %
WGMVX100%
-0.68%
NRGEX - WGMVX
92%
Closely correlated
-1.09%
VEXPX - WGMVX
90%
Closely correlated
-1.01%
VEXRX - WGMVX
90%
Closely correlated
-1.01%
VISGX - WGMVX
89%
Closely correlated
-1.02%
VSGAX - WGMVX
89%
Closely correlated
-1.01%
More