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WACIX

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Analysis and statistics

  • Open
    9.2591$
  • Previous Close
    9.2591$
  • 52 Week Change
    --
  • Day Range
    0.00$
  • 52 Week High/Low
    --
  • Dividend Per Share
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  • Market cap
    --$
  • EPS
    --
  • Beta
    --
  • Volume
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About

WACIX.US represents the Wasatch Core Growth Fund Investor Class. It is a mutual fund offered by Wasatch Funds that aims to achieve long-term capital appreciation by investing primarily in a diversified portfolio of small and mid-sized U.S. companies exhibiting strong growth potential. The fund employs a bottom-up investment approach, focusing on individual company analysis rather than macroeconomic trends, to identify businesses with sustainable competitive advantages and attractive valuations. Investors should consult the fund's prospectus for detailed information on its investment strategy, fees, risks, and performance.
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Factors

Market Conditions: Overall stock market sentiment, economic outlook, and investor confidence impact fund performance.

Interest Rates: Changes in interest rates can affect bond yields and overall investment attractiveness.

Fund Performance: The fund's historical and current investment returns relative to its benchmark influence investor demand.

Expense Ratio: Higher expense ratios can reduce net returns and impact the fund's competitiveness.

Fund Manager Skill: The fund manager's investment decisions and stock-picking abilities play a significant role.

Asset Allocation: The fund's distribution of assets across different sectors and asset classes affects its risk and return profile.

Fund Size: Larger funds may face challenges in generating alpha due to their size and liquidity constraints.

Investor Demand: High demand can drive up the fund's price, while redemptions can put downward pressure.

Economic Indicators: Factors like inflation, GDP growth, and employment data can influence investment decisions.

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