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Wasatch Emerging Markets Select Fund Investor Class Shares (WAESX)

8.38
Net Asset Value
-2.56%
1 Day
-17.84%
Year-to-Date
Overall Morningstar Rating
Diversified emerging mkts
Style or Category
No Load
Sales Expenses
1.88%
Expense Ratio
--
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests primarily in companies of all market capitalizations that are tied economically to emerging market countries. It will invest at least 80% of the fund's net assets in the equity securities of companies that are tied economically to emerging market countries. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, financials, health care, industrials, materials, telecommunication services, and in convertible securities. It is non-diversified.

Performance

1 month-8.90% 3 years--
3 months-12.87% 5 years--
1 year-21.91% Since inception-1.70%
Data through --

Peer Comparisonvs. Diversified emerging mkts

 WAESXCategory
Performance 5-yr return--+3.45%
Expense ratio1.88%1.55%
Risk 5 year sharpe ratio--0.04
Net assets$53.4M$1.1B
Average market cap$5.6B$17.6B
Average P/E23.312.9
Portfolio turnover59%59%

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Fund Management and Purchase Info

Fund familyWasatch
Fund manager & tenureAjay Krishnan / 2 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00

Holdings

International stock95.12%
Cash3.90%
Fixed income0.97%
U.S. stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 3.98%
-- 3.96%
-- 3.83%
-- 3.55%
MELI MercadoLibre Inc3.51%
-- 3.39%
-- 3.18%
-- 3.16%
-- 3.05%
-- 2.98%

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