Morningstar

Wasatch Emerging India Fund® Institutional Class WIINX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 4.12  /  −1.67 %
  • Total Assets 249.6M
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.390%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category India Equity
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 34%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WIINX

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

  • People Pillar

    The People Pillar is our evaluation of the WIINX 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 WIINX’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 Institutional 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 WIINX

More WIINX 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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