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Wasatch Emerging India Investor WAINX

Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 6.65  /  −1.34 %
  • Total Assets 671.5 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category India Equity
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 26%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:17 PM GMT+0

Morningstar’s Analysis WAINX

Will WAINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A drop in its Process Pillar rating is the primary driver of Wasatch Emerging India Investor's downgrade to a Morningstar Medalist Rating of Silver from 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 most expensive quintile among peers.

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Portfolio Holdings WAINX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 60.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bajaj Finance Ltd

8.46 51.0 Mil
Financial Services

Elgi Equipments Ltd

8.15 49.2 Mil
Industrials

Trent Ltd

7.99 48.2 Mil
Consumer Cyclical

HDFC Bank Ltd

6.20 37.4 Mil
Financial Services

Persistent Systems Ltd

5.83 35.2 Mil
Technology

Divi's Laboratories Ltd

5.51 33.3 Mil
Healthcare

AU Small Finance Bank Ltd

5.08 30.7 Mil
Financial Services

Vijaya Diagnostic Centre Ltd

4.65 28.1 Mil
Healthcare

Cholamandalam Investment and Finance Co Ltd

4.33 26.1 Mil
Financial Services

LTIMindtree Ltd

4.20 25.4 Mil
Technology