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WCERX

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Analysis and statistics

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About

WCERX.US represents the Wasatch Core Growth Fund Investor Class. This is a mutual fund managed by Wasatch Advisors, Inc. that primarily invests in a diversified portfolio of small and mid-sized U.S. companies believed to have above-average growth potential. The fund's objective is to seek long-term capital appreciation. It generally maintains a fully invested position and focuses on companies demonstrating strong fundamentals and attractive growth prospects. Prospective investors should review the fund's prospectus for detailed information about its investment strategy, risks, and fees.
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Factors

Expense Ratio: Higher expense ratios reduce returns, negatively affecting the price.

Fund Manager Performance: Superior stock picking and asset allocation skills boost returns, increasing the price.

Market Conditions: Broad market uptrends lift the fund; downturns depress it.

Underlying Holdings' Performance: WCERX's price hinges on how its invested companies perform.

Investor Demand: High demand can drive up the price; selling pressure lowers it.

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