Wasatch Emerging India Fund (WAINX)

3.06
Net Asset Value
+0.33%
1 Day
+3.73%
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-0.33% 3 years+21.67%
3 months-2.55% 5 years--
1 year+29.73% Since inception+10.73%
Data through --

Peer Comparisonvs. India equity

 WAINXCategory
Performance 5-yr return--+6.15%
Expense ratio2.57%1.76%
Risk 5 year sharpe ratio--0.29
Net assets$69.1M$343.9M
Average market cap$2.7B$11.2B
Average P/E31.019.1
Portfolio turnover13%13%

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Fund Management and Purchase Info

Fund familyWasatch
Fund manager & tenureAjay Krishnan / 4 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00

Holdings

International stock92.59%
Fixed income3.49%
U.S. stock3.20%
Cash0.71%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
CTSH Cognizant Technology Solutions Corp3.11%
-- 3.10%
-- 2.95%
-- 2.78%
MMYT MakeMyTrip Ltd2.56%
-- 2.55%
-- 2.52%
-- 2.42%
-- 2.40%
-- 2.18%

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