Wasatch Emerging Markets Select Fund Institutional Class Shares (WIESX)

10.39
Net Asset Value
+0.29%
1 Day
+1.27%
Year-to-Date
Overall Morningstar Rating
Diversified emerging mkts
Style or Category
No Load
Sales Expenses
1.71%
Expense Ratio
--
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests primarily in companies of all market capitalizations that are tied economically to emerging market countries. It will invest at least 80% of the fund's net assets in the equity securities of companies that are tied economically to emerging market countries. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, financials, health care, industrials, materials, telecommunication services, and in convertible securities. It is non-diversified.

Performance

1 month+0.68% 3 years--
3 months-1.98% 5 years--
1 year+3.68% Since inception+1.21%
Data through --

Peer Comparisonvs. Diversified emerging mkts

 WIESXCategory
Performance 5-yr return--+1.45%
Expense ratio1.71%1.59%
Risk 5 year sharpe ratio--0.17
Net assets$58.4M$1.3B
Average market cap$6.2B$18.0B
Average P/E23.013.8
Portfolio turnover59%59%

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Fund Management and Purchase Info

Fund familyWasatch
Fund manager & tenureAjay Krishnan / 2 Years
Minimal initial investment$500,000.00
Minimum IRA investment$500,000.00

Holdings

International stock98.05%
Cash1.54%
Other0.42%
U.S. stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
MELI MercadoLibre Inc3.90%
-- 3.89%
-- 3.88%
-- 3.57%
-- 3.50%
-- 3.47%
-- 3.45%
-- 3.43%
-- 3.34%
-- 3.33%

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