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Wasatch Emerging India Investor WAINX

Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 6.03  /  +0.50 %
  • Total Assets 575.0 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 Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 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 sound investment process and strong management team underpin Wasatch Emerging India 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 highest quintile among peers.

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Portfolio Holdings WAINX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 61.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Trent Ltd

8.02 50.1 Mil
Consumer Cyclical

Bajaj Finance Ltd

7.75 48.4 Mil
Financial Services

Elgi Equipments Ltd

7.13 44.5 Mil
Industrials

HDFC Bank Ltd

7.03 44.0 Mil
Financial Services

AU Small Finance Bank Ltd

6.82 42.6 Mil
Financial Services

Divi's Laboratories Ltd

6.03 37.7 Mil
Healthcare

Persistent Systems Ltd

5.74 35.9 Mil
Technology

Vijaya Diagnostic Centre Ltd

4.77 29.8 Mil
Healthcare

Dr. Lal PathLabs Ltd

4.21 26.3 Mil
Healthcare

LTIMindtree Ltd

3.79 23.7 Mil
Technology