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Morningstar

Wasatch Emerging Markets Select Investor WAESX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 15.46  /  −0.39 %
  • Total Assets 436.8 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 14%

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

Morningstar’s Analysis WAESX

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

  • People Pillar

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

A sound investment process and strong management team underpin Wasatch Emerging Markets Select Investor's Morningstar Medalist Rating of Gold.

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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WAESX

More WAESX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MercadoLibre Inc

8.33 39.2 Mil
Consumer Cyclical

Globant SA

6.85 32.3 Mil
Technology

Bajaj Finance Ltd

6.62 31.2 Mil
Financial Services

Nu Holdings Ltd Ordinary Shares Class A

6.38 30.0 Mil
Financial Services

HDFC Bank Ltd

5.58 26.3 Mil
Financial Services

Lasertec Corp

5.34 25.2 Mil
Technology

Voltronic Power Technology Corp

4.99 23.5 Mil
Industrials

Weg SA

4.31 20.3 Mil
Industrials

Silergy Corp

4.21 19.8 Mil
Technology

Raia Drogasil SA

4.15 19.5 Mil
Healthcare