Wasatch Emerging India Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Wasatch Emerging India Fund® Institutional Class WIINX
- NAV / 1-Day Return 3.86 / −0.26 %
- Total Assets 234.4M
-
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 Jun 12, 2026 | 1-Day Return as of Jun 12, 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.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Max Healthcare Institute Ltd Ordinary Shares | 10.34 | 22M | Healthcare |
Five-Star Business Finance Ltd | 8.04 | 17M | Financial Services |
Divi's Laboratories Ltd | 7.06 | 15M | Healthcare |
AU Small Finance Bank Ltd | 6.52 | 14M | Financial Services |
Bajaj Finance Ltd | 6.40 | 14M | Financial Services |
KFin Technologies Ltd | 5.12 | 11M | Technology |
Aditya Vision Ltd | 4.25 | 9M | Consumer Cyclical |
Elgi Equipments Ltd | 4.15 | 9M | Industrials |
Cartrade Tech Ltd Common Stock Inr10.0 | 3.87 | 8M | — |
Medi Assist Healthcare Services Ltd | 3.81 | 8M | Healthcare |
United States