Wasatch Emerging India Fund (WAINX)

2.78
Net Asset Value
-0.71%
1 Day
+36.95%
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-4.14% 3 years+21.10%
3 months+1.46% 5 years--
1 year+43.30% Since inception+11.49%
Data through --

Peer Comparisonvs. India equity

 WAINXCategory
Performance 5-yr return--+6.57%
Expense ratio2.99%1.73%
Risk 5 year sharpe ratio--0.39
Net assets$52.6M$245.7M
Average market cap$1.9B$11.4B
Average P/E28.919.4
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 stock84.75%
Cash11.26%
Fixed income2.31%
U.S. stock1.68%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- Marksans Pharma Ltd2.48%
-- Lupin Ltd2.47%
-- Natco Pharma Ltd2.42%
-- Persistent Systems Ltd2.35%
-- Eicher Motors Ltd2.00%
-- Glenmark Pharmaceuticals Ltd1.97%
-- Amara Raja Batteries Ltd1.92%
-- HCL Technologies Ltd1.91%
-- Godrej Consumer Products Ltd1.84%
-- WABCO India Ltd1.80%

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