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Morningstar

Wasatch Emerging Markets Small Cap Instl WIEMX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 2.97  /  −1.00 %
  • Total Assets 336.8 Mil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.780%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 21%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:16 PM GMT+0

Morningstar’s Analysis WIEMX

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

  • People Pillar

    The People Pillar is our evaluation of the WIEMX 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 WIEMX’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 Small Cap Instl'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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WIEMX

More WIEMX 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