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Wasatch Emerging Markets Select Instl (WIESX)

17.74 +0.12 (+0.68%)
At close: 8:01:16 PM EST

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
20
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
0.5

Broker Availability

  • LPL SAM Eligible - 10.24.2024
  • LPL SWM - 10.24.2024
  • LPL Brokerage Availability - November 2024

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.

Fund Overview

Category Diversified Emerging Mkts
Fund Family Wasatch
Net Assets 411.49M
YTD Return 4.43%
Yield 0.00%
Morningstar Rating
Inception Date Dec 13, 2012

Performance & Risk

YTD Return 4.84%
5y Average Return 7.30%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

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