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WGUSX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$15.17
Change
+$0.09 (+0.60%)
Net Assets
27.91M

WGUSX Wasatch US Select Inst Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Workday (NASDAQ:WDAY).

Industry description

The investment seeks long-term growth of capital. The fund will invest at least 80% of the fund’s net assets (plus borrowings for investment purposes) in equity securities of companies of all market capitalizations that are tied economically to the U.S. Equity securities include common stock. It may invest up to 20% of its total assets at the time of purchase in the equity securities of foreign companies (companies that are incorporated in any country outside the U.S. and whose securities principally trade outside the U.S.). The fund is non-diversified.

Market Cap

The average market capitalization across the Wasatch US Select Inst MF is 38.42B. The market cap for tickers in the group ranges from 4.5B to 85.09B. APH holds the highest valuation in this group at 85.09B. The lowest valued company is HLNE at 4.5B.

Volume

The average weekly volume growth across all stocks in the Wasatch US Select Inst MF was 421%. For the same stocks of the MF, the average monthly volume growth was 376% and the average quarterly volume growth was 169%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 63
Price Growth Rating: 47
SMR Rating: 49
Profit Risk Rating: 27
Seasonality Score: 0 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City
Phone
N/A
Web
www.wasatchfunds.com
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WGUSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WGUSX has been closely correlated with PMAQX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if WGUSX jumps, then PMAQX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WGUSX
1D Price
Change %
WGUSX100%
+0.60%
PMAQX - WGUSX
88%
Closely correlated
+1.21%
PEMGX - WGUSX
88%
Closely correlated
+1.22%
JDMAX - WGUSX
79%
Closely correlated
+1.16%
JDMRX - WGUSX
77%
Closely correlated
+1.15%
TRQZX - WGUSX
66%
Closely correlated
+1.17%
More