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WGROX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$90.80
Change
-$3.21 (-3.41%)
Net Assets
4.98B

WGROX Wasatch Core Growth 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 primarily in smaller growing companies at reasonable prices. It may invest up to 20% of the fund’s total assets in the equity securities (typically common stock) of foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States). Securities issued by companies incorporated outside the United States whose securities are principally traded in the United States are not defined as foreign companies and are not subject to this limitation.

Market Cap

The average market capitalization across the Wasatch Core Growth MF is 9.29B. The market cap for tickers in the group ranges from 3.85B to 27.35B. ICLR holds the highest valuation in this group at 27.35B. The lowest valued company is KAI at 3.85B.

Volume

The average weekly volume growth across all stocks in the Wasatch Core Growth MF was -25%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 70%

Fundamental Analysis Ratings

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

Valuation Rating: 79
P/E Growth Rating: 66
Price Growth Rating: 48
SMR Rating: 63
Profit Risk Rating: 34
Seasonality Score: 37 (-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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WGROX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WGROX has been closely correlated with VEXRX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if WGROX jumps, then VEXRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WGROX
1D Price
Change %
WGROX100%
-0.71%
VEXRX - WGROX
94%
Closely correlated
-1.01%
VEXPX - WGROX
94%
Closely correlated
-1.01%
VISGX - WGROX
94%
Closely correlated
-1.02%
VSGIX - WGROX
94%
Closely correlated
-1.02%
NRGEX - WGROX
94%
Closely correlated
-1.09%
More