Wasatch Emerging Markets Small Cap Instl 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.
Wasatch Emerging Markets Small Cap Fund® Institutional Class WIEMX
- NAV / 1-Day Return 2.07 / −1.90 %
- Total Assets 101.4M
-
Adj. Expense Ratio
1.750%
- Expense Ratio 1.800%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Diversified Emerging Mkts
- Investment Style Mid Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 38%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis WIEMX
Will WIEMX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the WIEMX 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 WIEMX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Chroma Ate Inc | 6.03 | 6M | Technology |
Aspeed Technology Inc | 4.78 | 5M | Technology |
Usd | 4.11 | 4M | Cash and Equivalents |
Accton Technology Corp | 3.89 | 4M | Technology |
Anji Microelectronics Technology (Shanghai) Co Ltd Class A | 3.69 | 4M | Technology |
AU Small Finance Bank Ltd | 3.62 | 3M | Financial Services |
Discovery Ltd | 3.28 | 3M | Financial Services |
United Integrated Services Co Ltd | 3.20 | 3M | Industrials |
Electrical Industries Co | 2.91 | 3M | Industrials |
Inter & Co Inc Ordinary Shares - Class A | 2.90 | 3M | Financial Services |
United States