MENU

WILCX Wasatch Global Value Institutional Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation and income... Show more

Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Citigroup (NYSE:C), US Bancorp (NYSE:USB).

Industry description

The investment seeks capital appreciation and income. Under normal market conditions, the fund will invest its net assets primarily in the equity securities of foreign and domestic companies of all market capitalizations. It will typically invest in securities issued by companies domiciled in at least three countries, including the United States. The fund will invest a significant portion of its total assets in companies domiciled in foreign countries.

Market Cap

The average market capitalization across the Wasatch Global Value Institutional MF is 585.9B. The market cap for tickers in the group ranges from 45.16B to 3.72T. MSFT holds the highest valuation in this group at 3.72T. The lowest valued company is EXC at 45.16B.

Volume

The average weekly volume growth across all stocks in the Wasatch Global Value Institutional MF was 47%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was -14%

Fundamental Analysis Ratings

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

Valuation Rating: 42
P/E Growth Rating: 37
Price Growth Rating: 35
SMR Rating: 37
Profit Risk Rating: 31
Seasonality Score: -24 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Details
Category
Global Large-Stock Value
Address
Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City
Phone
N/A
Web
www.wasatchfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
QBF18.010.26
+1.44%
Innovator Uncapped Bitcoin 20 Flr ETF-Qt
GUT6.410.02
+0.31%
Gabelli Utility Trust
AVRY26.490.06
+0.23%
Avory Foundational ETF
FLAG28.74-0.05
-0.19%
Global X S&P 500 U.S. Market Leaders Top 50 ETF
XTEN44.33-0.10
-0.23%
BondBloxx Bloomberg Ten YrTrgDurUSTrsETF

WILCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WILCX has been closely correlated with DGEFX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if WILCX jumps, then DGEFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WILCX
1D Price
Change %
WILCX100%
N/A
DGEFX - WILCX
90%
Closely correlated
N/A
TEDRX - WILCX
89%
Closely correlated
N/A
TEDSX - WILCX
89%
Closely correlated
N/A
TEDIX - WILCX
88%
Closely correlated
N/A
DOXWX - WILCX
79%
Closely correlated
N/A
More