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WPIMRX

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1m

Analysis and statistics

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About

WPIMRX.US represents the Wasatch Core Growth Fund Investor Class. It is a mutual fund that aims for long-term growth of capital by investing primarily in common stocks of small and mid-sized companies. The fund's investment strategy involves seeking companies with above-average growth potential, strong management teams, and sustainable competitive advantages. As an investor class share, it typically has lower minimum investment requirements compared to institutional shares but may have higher expense ratios than other share classes of the same fund. Investors should review the fund's prospectus for detailed information about its investment objectives, strategies, risks, and fees.
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Factors

Fund Performance: A strong track record attracts investors, increasing demand and price.

Market Conditions: Broad market uptrends boost WPIMRX.US, while downturns reduce its value.

Interest Rates: Rising rates can decrease bond values within WPIMRX.US, lowering its price.

Expense Ratio: Higher fees reduce returns, potentially affecting investor demand and the fund's price.

Managerial Decisions: Investment choices by the fund's management impact performance and price.

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