3/16/2021 0 Comments Wasatch 7.5
Jeff Reeves Aug. 21, 2020 QA With Stephen Lee of Logan Capital A look at whats driving the stock markets high valuations and how advisors should respond.It will invest at least 80 of the funds net assets (plus borrowings for investment purposes) in the equity securities of small-capitalization companies.
The fund may invest up to 20 of its total assets at the time of purchase in securities issued by foreign companies in developed markets, emerging markets, or frontier markets. Rankings U.S. News evaluated 621 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. SEE MORE WMCVX PERFORMANCE Fees Fees are Average compared to funds in the same category. Wasatch Small Cap Value Fund has an expense ratio of 1.20 percent. Net Expense Ratio 1.2 Category Average: 1.1 Management 1 Category Average: 0.7 SEE MORE WMCVX FEES Updated 073120 Updated 073120 Risk Risk is Above Average compared to funds in the same category according to Morningstar. Volatility Measurements Volitility measures reflect the uncertainty or risk of change in a securitys value. Standard Deviation 25.3 Mean 0.54 Sharpe Ratio 0.19 SEE MORE WMCVX RISK Updated 073120 Updated 073120 Previous: Risk Next: Interactive Chart Quotes delayed at least 15 minutes. See Disclaimer. Contact U.S. News Best Funds. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. See Also: WAMCX Wasatch Ultra Growth Fund positive 46.74 1-YEAR Small Growth WHOSX Wasatch-Hoisington US Treasury Fund positive 36.05 1-YEAR Long Government WMICX Wasatch Micro Cap Fund positive 30.9 1-YEAR Small Growth Search Funds For Financial Advisors, from U.S. Wasatch 7.5 How To Better ServeNews: Get the Advisors Guide to Working with Divorced Clients Learn more about how to better serve divorced clients and their financial needs. Wasatch 7.5 Free Advisor PracticeRequired field I would like to receive free Advisor Practice Management Guides, the U.S. News Advisor Weekly newsletter, and occasional updates regarding the U.S. ![]() I would like to receive free Advisor Practice Management Guides, the U.S. Wasatch 7.5 Download Now BelowBy clicking Download Now below you agree to U.S. News Terms and Conditions Privacy Policy. Download Now Full sign up form Highest Returns in Small Blend 1 YEAR 17.93 Paradigm Micro-Cap Fund PVIVX 13.01 Palm Valley Capital Fund PVCMX 11.69 Davenport Small Cap Focus Fund DSCPX 10.57 Paradigm Select Fund PFSLX 6.06 River Oak Discovery Fund RIVSX See More Highest Returns Best Small Blend Funds 1 BlackRock Advantage Small Cap Core Fund BDSAX 2 Fidelity Series Small Cap Opps Fd FSOPX 3 Davenport Small Cap Focus Fund DSCPX 4 Fidelity Advisor Series Small Cap Fund FSSFX 32 Wasatch Small Cap Value Fund WMCVX SEE FULL RATINGS LIST Invested Newsletter Advice, rankings and one great story every day. Sign Up You May Also Like 7 Best ESG Funds to Buy Environmental, social and corporate governance mutual funds let investors do good while growing wealth. Rebecca Lake Sept. QA: Diversification and Portfolio Risk Mitigation Record-low yields mean financial advisors must look beyond traditional investments to mitigate risk. ![]() Best High-Dividend Mutual Funds Dividend mutual funds generate income and lower risk. Ellen Chang Sept. Model Portfolios Meet Investment Goals In some situations, customized portfolios are still a preferred choice. Kate Stalter Sept. QA: BlackRocks Fixed Income Outlook 2020 outlooks for fixed income and where advisors can turn for yield. What Is a TAMP and How to Choose One TAMPs are turnkey asset management platforms that let you outsource investment management tasks. Best Balanced Funds to Pick Right Now These funds fit investors who want a simple approach and leave the management to a pro. Barbara Friedberg Sept. Time to Add International Exposure Cheap valuations and improving foreign economies are two reasons to consider international assets. Debbie Carlson Aug. Best Value Funds for a Recession Value funds can offer safety and performance in a portfolio during an economic downturn. Rebecca Lake Aug. Asset Management Stocks for Income Investors can look to these nine asset management stocks for income.
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