FMP
Wasatch Core Growth Fund
WGROX
NASDAQ
The investment seeks long-term growth of capital; income is a secondary consideration. The fund normally invests at least 65% of its net assets in the equity securities of growing companies. It 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. Securities issued by companies incorporated outside the United States whose securities are principally traded in the United States are not defined as foreign companies and are not subject to this limitation.
84.45 USD
1.01 (1.2%)
DuPont Analysis
The DuPont analysis, pioneered by the DuPont Corporation, offers a structured approach to assessing fundamental performance. It involves breaking down the return on equity (ROE) into various components, aiding investors in comprehending the factors influencing a company's returns.
ROE = Net Income / Average Total Equity
ROE = (Net Income / Sales) * (Revenue / Average Total Assets) * (Average Total Assets / Average Total Equity)
The company's tax burden is (Net income ÷ Pretax profit). This is the proportion of the company's profits retained after paying income taxes. [NI/EBT] The company's interest burden is (Pretax income ÷ EBIT). This will be 1.00 for a firm with no debt or financial leverage. [EBT/EBIT] The company's operating income margin or return on sales (ROS) is (EBIT ÷ Revenue). This is the operating income per dollar of sales. [EBIT/Revenue] The company's asset turnover (ATO) is (Revenue ÷ Average Total Assets). The company's equity multiplier is (Average Total Assets ÷ Average Total Equity). This is a measure of financial leverage. Profitability (measured by profit margin) Asset efficiency (measured by asset turnover) Financial leverage (measured by equity multiplier)
