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 2.03  /  +1.00 %
  • Total Assets 91.2M
  • 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 Oct 03, 2026 | 1-Day Return as of Oct 03, 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 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Anji Microelectronics Technology (Shanghai) Co Ltd Class A

5.93 6M
Technology

Chroma Ate Inc

5.21 6M
Technology

Accton Technology Corp

4.77 5M
Technology

United Integrated Services Co Ltd

4.56 5M
Industrials

Rasan Information Technology Co

4.36 5M
Financial Services

Aspeed Technology Inc

4.20 4M
Technology

Discovery Ltd

3.81 4M
Financial Services

Acutaas Chemicals Ltd

3.32 4M
Basic Materials

Benefit Systems SA

3.06 3M
Consumer Cyclical

TD Power Systems Ltd

2.96 3M
Industrials

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