Wasatch Large Cap Fund Manager Performance Evaluation
| FMIEX Fund | USD 11.62 -0.18 -1.53% |
The fund shows a Beta (market volatility) of 0.55, which alludes to possible diversification benefits within a given portfolio. Returns on WASATCH LARGE tend to trail the broader market in strong rallies but hold up better when sentiment turns negative.
Risk-Adjusted Performance
Moderate
Weak | Strong |
Across the last 90 days, the risk-adjusted return profile of Wasatch Large Cap is weaker than 10% of the funds and fund portfolios reviewed by Macroaxis. Used properly, the ranking helps separate absolute gains from efficient gains. Despite somewhat strong technical and fundamental indicators, WASATCH LARGE is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 31st of January 2026 | |
| Expense Ratio | 1.1000 |
WASATCH |
Relative Risk vs. Return Landscape
If you had invested $ 1,104 in Wasatch Large Cap on December 21, 2025 and sold it today you would have earned a total of $ 58.00 from holding Wasatch Large Cap or generated 5.25% return on investment over 90 days. Wasatch Large Cap is currently producing a 0.0861% return and carries 0.6495% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than WASATCH, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Target Price Odds to finish over Current Price
Investors have long observed that WASATCH Mutual Fund price tends to fluctuate around a central value over time. This mean reversion pattern is a cornerstone of many forecasting models. However, periods of persistent mispricing in some funds suggest that additional risk factors may account for the delayed correction.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 11.62 | 90 days | 11.62 | about 64.19 |
A normal distribution analysis suggests that the odds of WASATCH LARGE moving above the current price in 90 days from now are about 64.19 (The distribution above shows where WASATCH Mutual Fund price is most likely to fall within the next 90 days based on historical volatility).
WASATCH LARGE Price Density |
| Price |
Predictive Modules for WASATCH LARGE
Forecasting Wasatch Large Cap involves applying various models to estimate future price behavior. While no method can consistently predict the fund market with certainty, the discipline of building and testing forecasts sharpens investment thinking. Combining several approaches and cross-checking results offers a more balanced view of potential outcomes.Mean reversion in WASATCH LARGE's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
Primary Risk Indicators
The mutual fund market has gone through extended periods of turbulence over the past two decades. WASATCH LARGE has not been immune to these swings. Sudden corrections and sharp rallies have tested many portfolios. Investors can protect against downside risk in Wasatch Large Cap by monitoring WASATCH LARGE's fundamental risk indicators and maintaining appropriate hedges.α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 0.55 | |
σ | Overall volatility | 0.44 | |
Ir | Information ratio | 0.27 |
Investor Alerts and Insights
Setting up alerts on WASATCH LARGE ensures that material changes in technical or fundamental conditions are not missed. These notifications for Wasatch Large Cap help investors make timely decisions in response to significant fund events.| The fund retains 98.45% of its assets under management (AUM) in equities |
WASATCH LARGE Fundamentals Growth
WASATCH LARGE's fundamentals serve as the primary lens through which investors evaluate WASATCH Mutual Fund. Metrics such as earnings growth, revenue consistency, margin trends, and balance sheet strength collectively determine market sentiment toward WASATCH Mutual Fund.
| Price To Earning | 16.27 X | |||
| Price To Book | 1.59 X | |||
| Price To Sales | 1.60 X | |||
| Total Asset | 142.32 M | |||
Performance Metrics & Calculation Methodology
WASATCH LARGE performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Drawdown profile frames downside sensitivity and recovery characteristics.
This section for Wasatch Large Cap is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules. Return and risk statistics are calculated from historical price series.