Morningstar

Wasatch Emerging Markets Small Cap Fund® Investor Class WAEMX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 2.01  /  +1.52 %
  • Total Assets 99.7M
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.950%
  • 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 0.00
  • Turnover 38%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WAEMX

Will WAEMX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wasatch Emerging Markets Small Cap Inv holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WAEMX

More WAEMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chroma Ate Inc

6.03 6M
Technology

Aspeed Technology Inc

4.78 5M
Technology

Usd

4.11 4M
Cash and Equivalents

Accton Technology Corp

3.89 4M
Technology

Anji Microelectronics Technology (Shanghai) Co Ltd Class A

3.69 4M
Technology

AU Small Finance Bank Ltd

3.62 3M
Financial Services

Discovery Ltd

3.28 3M
Financial Services

United Integrated Services Co Ltd

3.20 3M
Industrials

Electrical Industries Co

2.91 3M
Industrials

Inter & Co Inc Ordinary Shares - Class A

2.90 3M
Financial Services

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