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UTAHX

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Analysis and statistics

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About

UTAHX.US is the ticker symbol for the Wasatch Ultra Growth Fund Investor Class. This fund seeks long-term growth of capital by investing primarily in common stocks of small and medium-sized companies believed to have above-average growth potential. The fund is managed by Wasatch Advisors and typically focuses on companies that the firm believes possess strong management teams, differentiated products or services, and the potential to increase earnings at a faster rate than their peers. Investors should be aware that investments in smaller companies often carry greater risks and volatility than investments in larger, more established companies.
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Factors

Investment Performance: Strong performance typically attracts more investment, increasing demand and price.

Market Conditions: Broader economic trends and investor sentiment impact all fund prices.

Expense Ratio: Lower expenses can make a fund more attractive, potentially influencing its price over time.

Fund Manager Skill: A skilled manager may generate higher returns, boosting investor confidence and demand.

Asset Allocation: The fund's mix of assets (stocks, bonds, etc.) influences performance and price.

Fund Size: Very large or small funds might face liquidity issues impacting price.

Interest Rate Changes: Affects bond yields and thus the performance of bond-heavy UTAHX.US.

Inflation: High inflation can erode investment returns, negatively affecting fund prices.

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