Morningstar

Wasatch Emerging India Fund® Investor Class WAINX

Morningstar Medalist Rating
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Medalist Rating as of See Wasatch Investment Hub
  • NAV / 1-Day Return $3.89  /  +2.10 %
  • Fund Size $214.9M
  • Adjusted Expense Ratio 1.500%
  • Net Expense Ratio 1.510%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category India Equity
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 34%
NAV and 1-Day Return as of

Morningstar’s Analysis WAINX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wasatch Emerging India Investor 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
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Portfolio Holdings WAINX

More WAINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Max Healthcare Institute Ltd Ordinary Shares

9.09 26M
Healthcare

Cartrade Tech Ltd Common Stock Inr10.0

7.09 20M
—

Bajaj Finance Ltd

6.20 18M
Financial Services

AU Small Finance Bank Ltd

6.12 17M
Financial Services

Five-Star Business Finance Ltd

5.48 15M
Financial Services

Aether Industries Ltd

4.51 13M
Basic Materials

KFin Technologies Ltd

4.27 12M
Technology

Divi's Laboratories Ltd

4.19 12M
Healthcare

Cholamandalam Investment and Finance Co Ltd

4.04 11M
Financial Services

MakeMyTrip Ltd

4.01 11M
Consumer Cyclical

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