The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Wasatch Emerging Markets Select Instl WIESX
- NAV / 1-Day Return 16.77 / −1.24 %
- Total Assets 467.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.130%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Diversified Emerging Mkts
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield —
- Turnover 14%
USD | NAV as of May 09, 2024 | 1-Day Return as of May 09, 2024, 10:20 PM GMT+0
Morningstar’s Analysis WIESX
Will WIESX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |