Wasatch Emerging India Fund® Investor Class (WAINX)

4.36
Net Asset Value
-0.91%
1 Day
-2.46%
Year-to-Date
Overall Morningstar Rating
India equity
Style or Category
No Load
Sales Expenses
1.73%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests primarily in companies tied economically to India. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) 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- energy- financials- health care- industrials- information technology- materials- real estate- telecommunication services- and utilities.

Performance

1 month+5.77% 3 years+13.81%
3 months-1.35% 5 years+18.84%
1 year+17.36% Since inception+12.56%
Data through --

Peer Comparisonvs. India equity

 WAINXCategory
Performance 5-yr return+18.84%+11.76%
Expense ratio1.73%1.74%
Risk 5 year sharpe ratio1.020.63
Net assets$254.8M$597.1M
Average market cap$4.2B$14.4B
Average P/E41.323.4
Portfolio turnover17%17%

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Fund Management and Purchase Info

Fund familyWasatch
Fund manager & tenureAjay Krishnan / 6 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00

Holdings

International stock93.93%
Cash3.71%
Fixed income2.36%
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
-- 4.78%
HDB HDFC Bank Ltd4.54%
-- 4.31%
-- 4.27%
-- 4.21%
-- 3.93%
-- 3.81%
-- 3.81%
-- 3.69%
-- 3.42%