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WAPSX

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1m

Analysis and statistics

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About

WAPSX.US represents the Wasatch Core Growth Fund Investor Class shares. This mutual fund, managed by Wasatch Advisors, primarily invests in a diversified portfolio of small- and mid-cap U.S. growth companies, seeking long-term capital appreciation. The fund focuses on companies with strong growth potential and typically employs a bottom-up investment approach, emphasizing in-depth research and fundamental analysis to identify promising investment opportunities. The fund's performance and holdings are subject to market fluctuations and investment risks.
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Factors

[Market Interest Rates]: Rising rates often decrease bond values, impacting WAPSX's holdings and price.

[Credit Quality of Holdings]: Downgrades of bonds in WAPSX can lower its net asset value (NAV).

[Inflation Expectations]: Higher inflation can erode bond values, affecting WAPSX negatively.

[Fund Management Strategy]: Active management decisions and their success affect fund performance.

[Investor Sentiment]: Increased demand raises the price; reduced demand lowers it.

[Economic Growth]: Strong growth can lead to higher rates, potentially impacting bond prices.

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