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Wasatch Emerging Markets Select Investor (WAESX)

17.25 +0.01 (+0.06%)
At close: 8:01 PM EST
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DELL
  • Previous Close 17.24
  • YTD Return 7.88%
  • Expense Ratio 1.36%
  • Category Diversified Emerging Mkts
  • Last Cap Gain -25.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 440.2M
  • Beta (5Y Monthly) 1.06
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend 0.03
  • Inception Date Dec 13, 2012

The fund invests primarily in companies of all market capitalizations that are tied economically to emerging market countries. It will invest at least 80% of its net assets (plus borrowings for investment purposes) in the equity securities of companies that are tied economically to emerging market countries. The fund may invest a large percentage of its assets in a few sectors. These sectors were health care, industrials, consumer discretionary, information technology, and financials. It is non-diversified.

Wasatch

Fund Family

Diversified Emerging Mkts

Fund Category

440.2M

Net Assets

2012-12-13

Inception Date

Performance Overview: WAESX

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Trailing returns as of 11/21/2024. Category is Diversified Emerging Mkts.

YTD Return

WAESX
7.88%
Category
8.73%
 

1-Year Return

WAESX
26.33%
Category
41.79%
 

3-Year Return

WAESX
8.13%
Category
11.48%
 

5-Year Return

WAESX
8.57%
Category
12.18%
 

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Holdings: WAESX

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Top 10 Holdings (53.64% of Total Assets)

SymbolCompany% Assets
BAJFINANCE.BO
Bajaj Finance Limited 7.82%
MELI
MercadoLibre, Inc. 7.11%
NU
Nu Holdings Ltd. 5.89%
6409.TW
Voltronic Power Technology Corp. 5.60%
5274.TWO
ASPEED Technology Inc. 4.83%
GLOB
Globant S.A. 4.79%
DIVISLAB.NS
Divi's Laboratories Limited 4.77%
WEGE3.SA
WEG S.A. 4.76%
6415.TW
Silergy Corp. 4.27%
HDFCBANK.NS
HDFC Bank Limited 3.79%

Sector Weightings

SectorWAESX
Technology   21.08%
Industrials   17.87%
Healthcare   11.62%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: WAESX

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Research Reports: WAESX

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