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Morningstar

Wasatch Emerging Markets Select Instl WIESX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 15.83  /  +0.70 %
  • Total Assets 423.4 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 14%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0

Morningstar’s Analysis WIESX

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

  • People Pillar

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

A strong management team and sound investment process underpin Wasatch Emerging Markets Select Instl's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WIESX

More WIESX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MercadoLibre Inc

8.33 39.2 Mil
Consumer Cyclical

Globant SA

6.85 32.3 Mil
Technology

Bajaj Finance Ltd

6.62 31.2 Mil
Financial Services

Nu Holdings Ltd Ordinary Shares Class A

6.38 30.0 Mil
Financial Services

HDFC Bank Ltd

5.58 26.3 Mil
Financial Services

Lasertec Corp

5.34 25.2 Mil
Technology

Voltronic Power Technology Corp

4.99 23.5 Mil
Industrials

Weg SA

4.31 20.3 Mil
Industrials

Silergy Corp

4.21 19.8 Mil
Technology

Raia Drogasil SA

4.15 19.5 Mil
Healthcare