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Wasatch Emerging Markets Select Instl (WIESX)

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

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 48.71%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 5

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

Risk Statistics

3 Years5 Years10 Years
WIESXCategory AverageWIESXCategory AverageWIESXCategory Average
Alpha -9.75 0.02 3 0.01 1.08 -0.01
BETA 1.06 0.01 1.14 0.01 1.06 0.01
Mean Annual Return -0.47 0.01 0.86 0.01 0.58 0
R-squared 70.72 0.82 72.93 0.79 68.41 0.8
Standard Deviation 20.73 0.2 23.09 0.17 19.21 0.18
Sharpe Ratio -0.47 0.01 0.34 0.01 0.27 0
Treynor Ratio -10.92 0.1 4.7 0.11 3.2 0.04

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