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Nasdaq - Delayed Quote USD

Wasatch Frontier Emerg Sm Countrs Instl (WIFMX)

3.7400
-0.0100
(-0.27%)
At close: 8:02:21 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • LPL SAM Eligible - 10.24.2024
  • Commonwealth Universe
  • LPL SWM - 10.24.2024
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024

Fund Summary

The fund invests primarily in the equity securities of companies of all market capitalizations that are tied economically to frontier markets and small emerging market countries. It will invest at least 80% of its assets in the equity securities of companies that are tied economically to frontier markets and small emerging market countries. The fund may invest a large percentage of its assets in a few sectors. These sectors were financials, information technology, industrials, consumer discretionary, and consumer staples. It is non-diversified.

Fund Overview

Category Diversified Emerging Mkts
Fund Family Wasatch
Net Assets 34.8M
YTD Return 0.28%
Yield 0.94%
Morningstar Rating
Inception Date Feb 01, 2016

Performance & Risk

YTD Return 6.25%
5y Average Return 10.42%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

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