A strong management team and sound investment process underpin Wasatch Emerging India Investor's Morningstar Medalist Rating of Silver. 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.
- NAV / 1-Day Return 5.67 / 0.89 %
- Total Assets 466.0 Mil
-
Adj. Expense Ratio
1.510%
- Expense Ratio 1.510%
- 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 0.00
- Turnover 25%
Morningstar’s Analysis WAINX
Will WAINX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 27
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 62.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector