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WMVYX

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Analysis and statistics

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About

WMVYX.US represents the Wasatch Micro Cap Value Fund Investor Shares, a mutual fund managed by Wasatch Advisors. This fund typically invests in a portfolio of small and micro-capitalization U.S. companies believed to be undervalued relative to their intrinsic worth. The fund aims to achieve long-term capital appreciation, focusing on companies with strong fundamentals and growth potential despite their small size. Its investment strategy involves in-depth fundamental research and analysis to identify companies that may be overlooked by the broader market. The .US extension usually indicates that the fund is available to U.S. investors.
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Factors

WMVYX.US's price, as a mutual fund focusing on municipal bonds, is influenced by several key factors. Interest Rates: Rising interest rates generally decrease bond values, including those in the fund, reducing its price.

Credit Quality: Downgrades in the credit ratings of bonds held by the fund can negatively impact its price.

Market Sentiment: Overall investor risk appetite affects demand for municipal bonds, impacting the fund's value.

Tax Law Changes: Alterations to tax laws can affect the appeal of tax-exempt municipal bonds, influencing demand.

Economic Conditions: Economic downturns can increase default risk for municipal issuers, reducing bond values and fund price.

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