Wasatch Large Cap Fund Quote
| WILCX Fund | USD 11.14 0.08 0.72% |
PerformanceFair
| Odds Of DistressLow
|
Wasatch Large is trading at 11.14 as of the 11th of November 2025; that is 0.72 percent up since the beginning of the trading day. The fund's open price was 11.06. Wasatch Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 13th of August 2025 and ending today, the 11th of November 2025. Click here to learn more.
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. More on Wasatch Large Cap
Moving against Wasatch Mutual Fund
Wasatch Mutual Fund Highlights
| Thematic Idea | Large Value Funds (View all Themes) |
| Fund Concentration | Wasatch Funds, Large Value Funds, World Large-Stock Value Funds, Large Value Funds, World Large-Stock Value, Wasatch, Large Value, World Large-Stock Value (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Wasatch Large Cap [WILCX] is traded in USA and was established 11th of November 2025. Wasatch Large is listed under Wasatch category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Wasatch family. The entity is thematically classified as Large Value Funds. This fund at this time has accumulated 146.1 M in net assets with no minimum investment requirementsWasatch Large Cap is currently producing year-to-date (YTD) return of 19.15% with the current yeild of 0.02%, while the total return for the last 3 years was 14.14%.
Check Wasatch Large 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 Large Cap 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 Large Cap Mutual Fund Constituents
| ORCL | Oracle | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| ETR | Entergy | Stock | Utilities | |
| SU | Suncor Energy | Stock | Energy | |
| CVS | CVS Health Corp | Stock | Health Care | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials | |
| UNP | Union Pacific | Stock | Industrials |
Wasatch Large Cap Risk Profiles
| Mean Deviation | 0.3817 | |||
| Semi Deviation | 0.2983 | |||
| Standard Deviation | 0.4699 | |||
| Variance | 0.2208 |
Wasatch Large Against Markets
Other Information on Investing in Wasatch Mutual Fund
Wasatch Large financial ratios help investors to determine whether Wasatch Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wasatch with respect to the benefits of owning Wasatch Large security.
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