Wasatch Emerging India Fund (WAINX)

3.12
Net Asset Value
-1.27%
1 Day
+5.76%
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+3.61% 3 years+22.74%
3 months+5.69% 5 years--
1 year+23.99% Since inception+11.06%
Data through --

Peer Comparisonvs. India equity

 WAINXCategory
Performance 5-yr return--+5.82%
Expense ratio2.57%1.76%
Risk 5 year sharpe ratio--0.35
Net assets$66.3M$349.2M
Average market cap$2.7B$12.0B
Average P/E31.019.7
Portfolio turnover13%13%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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%

To view my watchlist

Not a member yet?

Sign up now for a free account