Nasdaq - Delayed Quote USD
Wasatch US Select Inst (WGUSX)
13.27
+0.03
+(0.23%)
At close: April 17 at 8:02:22 PM EDT
Fund Summary
The fund will invest at least 80% of the fund’s net assets (plus borrowings for investment purposes) in equity securities of companies of all market capitalizations that are tied economically to the U.S. Equity securities include common stock. It may invest up to 20% of its total assets at the time of purchase in the equity securities of foreign companies (companies that are incorporated in any country outside the U.S. and whose securities principally trade outside the U.S.). The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | -- |
| Best 1Y Total Return | 33.55% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 2 |
| Number of Years Down | -- |
Performance & Risk
| YTD Return | -11.12% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WGUSX | Category Average | WGUSX | Category Average | WGUSX | Category Average | |
| Alpha | -- | 0.01 | -- | 0.01 | -- | -0.02 |
| BETA | -- | 0.01 | -- | 0.01 | -- | 0.01 |
| Mean Annual Return | -- | 0.02 | -- | 0.02 | -- | 0.01 |
| R-squared | -- | 0.82 | -- | 0.79 | -- | 0.8 |
| Standard Deviation | -- | 0.23 | -- | 0.19 | -- | 0.17 |
| Sharpe Ratio | -- | 0.01 | -- | 0.01 | -- | 0.01 |
| Treynor Ratio | -- | 0.18 | -- | 0.17 | -- | 0.12 |
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