Skip to Content
Morningstar

Wasatch Emerging Markets Small Cap Inv WAEMX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 2.87  /  0.00
  • Total Assets 330.8 Mil
  • Adj. Expense Ratio
    1.940%
  • Expense Ratio 1.960%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 21%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis WAEMX

Will WAEMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WAEMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WAEMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WAEMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Wasatch Emerging Markets Small Cap Inv's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WAEMX

More WAEMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AU Small Finance Bank Ltd

6.55 24.3 Mil
Financial Services

Globant SA

6.15 22.8 Mil
Technology

Voltronic Power Technology Corp

5.93 22.0 Mil
Industrials

Persistent Systems Ltd

5.39 20.0 Mil
Technology

Trent Ltd

4.84 18.0 Mil
Consumer Cyclical

Qualitas Controladora SAB de CV

4.39 16.3 Mil
Financial Services

Silergy Corp

4.27 15.8 Mil
Technology

Leeno Industrial Inc

4.10 15.2 Mil
Technology

Raia Drogasil SA

3.04 11.3 Mil
Healthcare

Baltic Classifieds Group PLC

2.77 10.3 Mil
Communication Services