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WMCAPX

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Analysis and statistics

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About

WMCAPX.US is the ticker symbol for the Wasatch Micro Cap Fund Investor Class, a mutual fund offered by Wasatch Funds. This fund primarily invests in micro-capitalization companies within the United States, seeking long-term capital appreciation. The investment strategy typically involves identifying companies with strong growth potential but often overlooked by larger institutional investors. Investors should be aware that micro-cap stocks carry higher risks due to their smaller size and relative illiquidity compared to larger, more established companies. Performance data, fees, and other pertinent fund information can be found in the fund's prospectus.
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Factors

Fund Performance: Strong historical returns relative to its benchmark can attract investors, increasing demand and driving up the price. Conversely, underperformance can lead to redemptions, lowering the price.

Market Conditions: Broad economic trends, such as interest rate changes, inflation, and overall market sentiment, can significantly impact the fund's holdings and, consequently, its price. Bull markets generally boost prices, while bear markets depress them.

Fund Expenses: The expense ratio, which covers management fees and other operational costs, directly reduces the fund's net asset value and can affect its competitiveness and price. Higher expenses can negatively impact returns and investor interest.

Investor Demand: Increased demand for the fund's shares leads to higher prices, while increased selling pressure lowers prices. This is influenced by factors like market trends, news events, and investor sentiment.

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