Wasatch Emerging Markets Fund Quote
| WIESX Fund | USD 15.88 0.06 0.38% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Wasatch Emerging is trading at 15.88 as of the 18th of April 2024; that is -0.38% down since the beginning of the trading day. The fund's open price was 15.94. Wasatch Emerging has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Wasatch Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of September 2022 and ending today, the 18th of April 2024. Click here to learn more.
The fund invests primarily in companies of all market capitalizations that are tied economically to emerging market countries. It will invest at least 80 percent of its net assets in the equity securities of companies that are tied economically to emerging market countries. More on Wasatch Emerging Markets
Moving together with Wasatch Mutual Fund
| 1.0 | WAESX | Wasatch Emerging Markets | PairCorr |
| 0.66 | WAFMX | Wasatch Frontier Emerging | PairCorr |
| 0.76 | WAGCX | Wasatch Greater China | PairCorr |
Wasatch Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Wasatch Emerging's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Wasatch Emerging or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Wasatch Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Wasatch (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Wasatch Emerging Markets [WIESX] is traded in USA and was established 18th of April 2024. Wasatch Emerging is listed under Wasatch category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Wasatch family. This fund at this time has accumulated 480.44 M in net assets with minimum initial investment of 100 K. Wasatch Emerging Markets is currently producing year-to-date (YTD) return of 17.8%, while the total return for the last 3 years was -4.83%.
Check Wasatch Emerging Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wasatch Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wasatch Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wasatch Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wasatch Emerging Markets Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary |
| BBCA | JPMorgan BetaBuilders Canada | Etf | Miscellaneous Region |
| GLOB | Globant SA | Stock | Information Technology |
| TCS | Container Store Group | Stock | Consumer Discretionary |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information |
Wasatch Emerging Target Price Odds Analysis
Based on a normal probability distribution, the odds of Wasatch Emerging jumping above the current price in 90 days from now is about 98.0%. The Wasatch Emerging Markets probability density function shows the probability of Wasatch Emerging mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Wasatch Emerging has a beta of 0.8385. This entails as returns on the market go up, Wasatch Emerging average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Wasatch Emerging Markets will be expected to be much smaller as well. Additionally, wasatch Emerging Markets has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Wasatch Emerging to move above the current price in 90 days from now is about 98.0 (This Wasatch Emerging Markets probability density function shows the probability of Wasatch Mutual Fund to fall within a particular range of prices over 90 days) .
Wasatch Emerging Markets Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Wasatch Emerging market risk premium is the additional return an investor will receive from holding Wasatch Emerging long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Wasatch Emerging. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Wasatch Emerging's alpha and beta are two of the key measurements used to evaluate Wasatch Emerging's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6816 | |||
| Standard Deviation | 0.8568 | |||
| Variance | 0.7342 | |||
| Risk Adjusted Performance | (0.04) |
Wasatch Emerging Against Markets
Picking the right benchmark for Wasatch Emerging mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Wasatch Emerging mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Wasatch Emerging is critical whether you are bullish or bearish towards Wasatch Emerging Markets at a given time. Please also check how Wasatch Emerging's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Wasatch Emerging without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Wasatch Mutual Fund?
Before investing in Wasatch Emerging, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Wasatch Emerging. To buy Wasatch Emerging fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Wasatch Emerging. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Wasatch Emerging fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Wasatch Emerging Markets fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Wasatch Emerging Markets fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Wasatch Emerging Markets, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Wasatch Emerging Markets?
The danger of trading Wasatch Emerging Markets is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Wasatch Emerging is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Wasatch Emerging. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Wasatch Emerging Markets is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wasatch Emerging Markets. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.