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WICACX

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Analysis and statistics

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About

WICACX.US represents the Wasatch Core Growth Fund Investor Class shares. This is a mutual fund that primarily invests in a diversified portfolio of small and mid-cap U.S. companies exhibiting strong growth potential. The fund's objective is long-term capital appreciation, and it typically focuses on companies with sound financials and experienced management teams. Investment decisions are driven by fundamental analysis and a bottom-up stock-picking approach. As an investor class share, WICACX is subject to certain expense ratios and minimum investment requirements.
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Factors

Fund Performance: Stronger historical returns generally attract investors, increasing demand and potentially the fund's price.

Market Conditions: Overall market sentiment, economic growth, and interest rates significantly impact investor appetite and fund valuations.

Investor Demand: High demand pushes the price upward, while significant redemptions can force the fund to sell assets, potentially lowering the price.

Expense Ratio: Lower expense ratios make the fund more attractive compared to similar funds, influencing investor preference and demand.

Asset Allocation: The specific assets held by the fund and their performance affect the overall value and, consequently, the price.

Management Expertise: A strong track record of effective management can instill confidence and increase investment in the fund.

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