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Morningstar

Wasatch Frontier Emerg Sm Countrs Inv WAFMX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 3.11  /  −0.32 %
  • Total Assets 34.4 Mil
  • Adj. Expense Ratio
    2.180%
  • Expense Ratio 2.190%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 29%

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

Morningstar’s Analysis WAFMX

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

  • People Pillar

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

A strong management team and sound investment process underpin Wasatch Frontier Emerg Sm Countrs Inv's Morningstar Medalist Rating of Bronze.

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

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Portfolio Holdings WAFMX

More WAFMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FPT Corp

10.61 3.9 Mil
Technology

MercadoLibre Inc

8.88 3.3 Mil
Consumer Cyclical

Bajaj Finance Ltd

8.10 3.0 Mil
Financial Services

Qualitas Controladora SAB de CV

7.10 2.6 Mil
Financial Services

Nu Holdings Ltd Ordinary Shares Class A

6.59 2.4 Mil
Financial Services

Joint Stock Commercial Bank for Foreign Trade of Vietnam

5.29 2.0 Mil
Financial Services

Globant SA

4.29 1.6 Mil
Technology

Raia Drogasil SA

3.96 1.5 Mil
Healthcare

Baltic Classifieds Group PLC

3.70 1.4 Mil
Communication Services

Cholamandalam Investment and Finance Co Ltd

3.28 1.2 Mil
Financial Services