Wasatch Emerging India Fund (WAINX)

2.99
Net Asset Value
-1.97%
1 Day
+1.36%
Year-to-Date
Overall Morningstar Rating
India equity
Style or Category
No Load
Sales Expenses
2.57%
Expense Ratio
Low
Morningstar Risk Rating™
Investment Objective The investment seeks long-term appreciation of capital. The fund invests primarily in companies tied economically to India. It will invest at least 80% of the fund's net assets in the equity securities of companies tied economically to India. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, financials, health care, industrials, information technology and materials. It is non-diversified.

Performance

1 month-2.24% 3 years+18.80%
3 months-1.93% 5 years--
1 year+40.63% Since inception+12.27%
Data through --

Peer Comparisonvs. India equity

 WAINXCategory
Performance 5-yr return--+6.15%
Expense ratio2.57%1.76%
Risk 5 year sharpe ratio--0.36
Net assets$76.7M$370.6M
Average market cap$2.2B$12.0B
Average P/E30.719.2
Portfolio turnover13%13%

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Fund Management and Purchase Info

Fund familyWasatch
Fund manager & tenureAjay Krishnan / 3 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00

Holdings

International stock90.00%
Cash7.37%
U.S. stock1.77%
Fixed income0.86%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 2.55%
-- 2.36%
-- 2.35%
-- 2.34%
-- 2.31%
-- 2.31%
-- 2.00%
-- 1.98%
-- 1.97%
-- 1.89%

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