Morningstar

Wasatch Emerging Markets Select Instl WIESX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 18.74  /  −1.00 %
  • Total Assets 452.3 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 14%

USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 10:16 PM GMT+0

Morningstar’s Analysis WIESX

Will WIESX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WIESX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WIESX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WIESX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Wasatch Emerging Markets Select Instl's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WIESX

More WIESX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Cyclical

Nu Holdings Ltd Ordinary Shares Class A

7.13 33.9 Mil
Financial Services

Bajaj Finance Ltd

6.42 30.6 Mil
Financial Services

Divi's Laboratories Ltd

6.06 28.8 Mil
Healthcare

Aspeed Technology Inc

5.23 24.9 Mil
Technology

Voltronic Power Technology Corp

5.05 24.0 Mil
Industrials

Silergy Corp

4.55 21.6 Mil
Technology

Globant SA

4.51 21.5 Mil
Technology

Lasertec Corp

4.16 19.8 Mil
Technology

HDFC Bank Ltd

4.11 19.6 Mil
Financial Services

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