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Morningstar

Wasatch Emerging Markets Select Investor WAESX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 16.01  /  +0.50 %
  • Total Assets 442.7 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 14%

USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:19 PM GMT+0

Morningstar’s Analysis WAESX

Will WAESX 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 WAESX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WAESX 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 WAESX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Wasatch Emerging Markets Select Investor's Morningstar Medalist Rating of Gold.

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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WAESX

More WAESX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MercadoLibre Inc

7.86 35.7 Mil
Consumer Cyclical

Nu Holdings Ltd Ordinary Shares Class A

7.35 33.5 Mil
Financial Services

Bajaj Finance Ltd

6.88 31.3 Mil
Financial Services

Globant SA

6.01 27.4 Mil
Technology

Lasertec Corp

5.70 25.9 Mil
Technology

HDFC Bank Ltd

5.23 23.8 Mil
Financial Services

Voltronic Power Technology Corp

4.87 22.2 Mil
Industrials

Weg SA

4.48 20.4 Mil
Industrials

Aspeed Technology Inc

4.09 18.6 Mil
Technology

Raia Drogasil SA

3.83 17.4 Mil
Healthcare