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WMRIX

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Analysis and statistics

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About

WMRIX.US represents the Wasatch Micro Cap Fund Investor Class. It's a mutual fund managed by Wasatch Advisors, Inc. that primarily invests in a diversified portfolio of micro-capitalization companies. The fund aims for long-term capital appreciation by focusing on companies with strong growth potential, often overlooked by larger investors due to their smaller size. The fund's performance is subject to market fluctuations and the risks associated with investing in small-cap stocks, which can be more volatile than larger, more established companies.
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Factors

Market Interest Rates: Rising interest rates generally decrease bond prices, including those held by WMRIX.US, as newer bonds offer higher yields.

Credit Quality: Downgrades in the credit ratings of bonds held by the fund can negatively impact its price, reflecting higher default risk.

Economic Conditions: Overall economic growth or recession can affect investor confidence and bond yields, influencing WMRIX.US's valuation.

Inflation Expectations: Higher inflation expectations typically lead to higher bond yields and lower bond prices, impacting the fund's performance.

Fund Management: The fund manager's investment decisions and strategy can affect the fund's returns relative to its benchmark.

Supply and Demand: Increased demand for the fund can drive up its price, while increased selling pressure can cause it to fall.

Redemption Pressure: Large-scale redemptions from the fund may force the fund manager to sell holdings, potentially lowering its price.

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