Wasatch Emerging India Fund (WAINX)

2.74
Net Asset Value
+0.74%
1 Day
+34.98%
Year-to-Date
Overall Morningstar Rating
India equity
Style or Category
No Load
Sales Expenses
2.99%
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 financials, consumer discretionary, industrials, consumer staples, materials, health care and information technology. It is non-diversified.

Performance

1 month+7.45% 3 years+12.55%
3 months+13.69% 5 years--
1 year+57.47% Since inception+9.44%
Data through --

Peer Comparisonvs. India equity

 WAINXCategory
Performance 5-yr return--+8.70%
Expense ratio2.99%1.73%
Risk 5 year sharpe ratio--0.44
Net assets$36.5M$194.9M
Average market cap$1.9B$11.0B
Average P/E26.518.3
Portfolio turnover40%40%

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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 stock96.01%
U.S. stock2.44%
Cash0.99%
Fixed income0.56%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
MMYT MakeMyTrip Ltd2.83%
-- Lupin Ltd2.75%
-- Persistent Systems Ltd2.64%
-- WABCO India Ltd2.60%
-- Eicher Motors Ltd2.58%
CTSH Cognizant Technology Solutions Corp Class A2.44%
-- Gruh Finance Ltd2.42%
-- Mahindra & Mahindra Financial Services Ltd2.35%
-- Kajaria Ceramics Ltd2.31%
-- Ipca Laboratories Ltd2.20%

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