Morningstar

Wasatch Frontier Emerging Small Countries Fund® Institutional Class WIFMX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 3.83  /  +0.79 %
  • Total Assets 23.1M
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.950%
  • 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 60%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WIFMX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wasatch Frontier Emerg Sm Countrs 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WIFMX

More WIFMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Intl Container Term Svcs Inc Common Stock Php1.0

6.04 2M
—

Nu Holdings Ltd Ordinary Shares Class A

5.62 1M
Financial Services

FPT Digital Retail JSC

5.22 1M
Consumer Cyclical

Banca Transilvania SA

5.19 1M
Financial Services

Georgia Capital PLC

5.10 1M
Financial Services

Military Commercial Joint Stock Bank

4.92 1M
Financial Services

MercadoLibre Inc

4.65 1M
Consumer Cyclical

Electrical Industries Co

4.58 1M
Industrials

Bajaj Finance Ltd

4.46 1M
Financial Services

Cholamandalam Investment and Finance Co Ltd

4.36 1M
Financial Services

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