Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
Wasatch Emerging Markets Small Cap Instl WIEMX
- NAV / 1-Day Return 3.30 / 0.00
- Total Assets 353.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.780%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Diversified Emerging Mkts
- Investment Style Mid Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 21%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis WIEMX
Will WIEMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Voltronic Power Technology Corp | 6.72 | 23.4 Mil | Industrials |
Trent Ltd | 6.54 | 22.8 Mil | Consumer Cyclical |
AU Small Finance Bank Ltd | 4.92 | 17.2 Mil | Financial Services |
Globant SA | 4.90 | 17.1 Mil | Technology |
Silergy Corp | 4.30 | 15.0 Mil | Technology |
Persistent Systems Ltd | 4.19 | 14.6 Mil | Technology |
Qualitas Controladora SAB de CV | 4.08 | 14.3 Mil | Financial Services |
Leeno Industrial Inc | 3.90 | 13.6 Mil | Technology |
Aspeed Technology Inc | 3.73 | 13.0 Mil | Technology |
Elgi Equipments Ltd | 3.40 | 11.9 Mil | Industrials |