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Wasatch Emerging Markets Select Investor (WAESX)

16.72 +0.03 (+0.18%)
As of 8:06 AM EDT. Market Open.

Fund Summary

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 48.36%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 5

Performance & Risk

YTD Return 1.33%
5y Average Return 9.45%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
WAESXCategory AverageWAESXCategory AverageWAESXCategory Average
Alpha -5.78 0.02 2.76 0.01 1.52 -0.01
BETA 1.09 0.01 1.14 0.01 1.06 0.01
Mean Annual Return -0.36 0.01 0.82 0.01 0.56 0
R-squared 69.75 0.82 75.4 0.79 69.02 0.8
Standard Deviation 21.31 0.2 23.04 0.17 19.06 0.18
Sharpe Ratio -0.35 0.01 0.33 0.01 0.27 0
Treynor Ratio -8.65 0.1 4.51 0.11 3.26 0.04

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