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WIORX

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Analysis and statistics

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About

WIORX.US represents the Wasatch Core Growth Fund Investor Class shares. This is a mutual fund offered by Wasatch Funds that primarily invests in a diversified portfolio of small- and mid-cap growth companies located in the United States. The fund seeks long-term capital appreciation and typically holds companies exhibiting strong earnings growth potential. Investors should review the fund's prospectus for detailed information on investment objectives, risks, fees, and expenses before investing.
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Factors

Fund Performance: Positive returns attract investment, increasing price; poor performance deters investors, decreasing price.

Market Conditions: Overall market trends (bull or bear) influence fund prices; economic indicators (GDP, inflation) impact investor sentiment.

Interest Rates: Rising rates can decrease bond values held by the fund, lowering the price; falling rates can increase bond values, raising the price.

Fund Expenses: High expense ratios and management fees can detract from returns, potentially impacting the price negatively.

Investor Demand: High demand for the fund increases the price; low demand decreases the price.

Credit Risk: Changes in the creditworthiness of issuers of bonds held by the fund impact bond values and therefore the fund's price.

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