Wasatch Emerging Markets Small Cap Fund� Investor Class

 (MUTF:WAEMX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +3.52%
   
4 week   +6.14%
   
3 month   +12.21%
   
YTD   +26.18%
   
1 year   +15.29%
   
3 years*   +2.06%
   
5 years*   +3.96%
   
*annualized
Best 3 month return+62.67%  
Worst 3 month return-48.70%  

Morningstar statistics

Morningstar category: Diversified Emerging Mkts
  Return Risk Rating
3 years Average Below Average
5 years Below Average Below Average
10 years     -     - -
Overall Below Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets631.19M 
Front load-  
Deferred load-  
Expense ratio1.95%  
Management fee-  
Fund familyWasatch 

Asset allocation

Cash1.14%  
Stocks97.43%  
Bonds0.00%  
Preferred1.41%  
Other0.03%  

Purchase information

Initial$2,000  
Additional$100  
IRA Initial$2,000  
AIP Initial$1,000  
AIP Additional$50  
2.940.00(0.00%)
Jul 20, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. The fund invests primarily in small companies tied economically to emerging markets. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of small-capitalization companies that are tied economically to emerging market countries. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, financials, health care, industrials, information technology and materials.
Fund filings (PDF) »
Asset managers:
Andrey Kutuzov (Started: Jan 31, 2014)
Scott Thomas (Started: Jan 31, 2015)
Roger Edgley (Started: Oct 1, 2007)
Advisor Company:
Wasatch Advisors Inc.
Fund family reports on Morningstar »
Wasatch Funds Inc, P.O. Box 2172, Salt Lake City, UT 84111, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -16.70 0.37 -3.16     -
Beta* 1.61 0.85 0.90     -
Mean annual return 1.13 0.14 0.31     -
R-squared* 66.11 66.13 65.62     -
Standard deviation 14.20 13.00 12.82     -
Sharpe ratio 0.92 0.11 0.28     -
* Against standard index

Top 10 holdings

Security Net Assets  
Clicks Group Ltd (CLS) 2.14%  
Raia Drogasil SA (RADL3) 2.00%  
Aspeed Technology Inc (5274) 1.94%  
Sunny Optical Technology (Group) Co Ltd (SNPTF) 1.86%  
Ennoconn Corp (6414) 1.80%  
Silergy Corp (SLRGF) 1.71%  
Medy-Tox Inc (086900) 1.70%  
Bajaj Finance Ltd (BAJFINANCE) 1.69%  
Poya International Co Ltd (5904) 1.65%  
BGF Retail Co Ltd (027410) 1.59%