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WILCX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$8.94
Change
+$0.05 (+0.56%)
Net Assets
120.16M

WILCX Wasatch Global Value Institutional Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Pfizer (NYSE:PFE), Union Pacific Corp (NYSE:UNP).

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 216.99B. The market cap for tickers in the group ranges from 3.51M to 573.02B. JPM holds the highest valuation in this group at 573.02B. The lowest valued company is NOVN at 3.51M.

Volume

The average weekly volume growth across all stocks in the Wasatch Global Value Institutional MF was 210%. For the same stocks of the MF, the average monthly volume growth was 170% and the average quarterly volume growth was 77%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 65
Price Growth Rating: 57
SMR Rating: 50
Profit Risk Rating: 43
Seasonality Score: 31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City
Phone
N/A
Web
www.wasatchfunds.com
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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%
+0.56%
DGEFX - WILCX
90%
Closely correlated
+0.96%
TEDRX - WILCX
89%
Closely correlated
-7.50%
TEDSX - WILCX
89%
Closely correlated
-7.26%
FMDRX - WILCX
89%
Closely correlated
-7.11%
TEDIX - WILCX
88%
Closely correlated
-7.34%
More