Wasatch Emerging Markets Small Cap Fund� Investor Class

 (MUTF:WAEMX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.31%
   
1 week   +0.93%
   
4 week   +5.83%
   
3 month   +7.57%
   
YTD   +1.55%
   
1 year   +36.82%
   
3 years*   +6.60%
   
5 years*   +3.34%
   
*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 Below Average Below Average
5 years Below Average Below Average
10 years High Above Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets661.82M 
Front load-  
Deferred load-  
Expense ratio1.95%  
Management fee-  
Fund familyWasatch 

Asset allocation

Cash0.05%  
Stocks97.51%  
Bonds0.00%  
Preferred1.31%  
Other1.13%  

Purchase information

Initial$2,000  
Additional$100  
IRA Initial$2,000  
AIP Initial$1,000  
AIP Additional$50  
3.270.00(0.00%)
Jan 17, 7:00PM EST 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* 6.34 -0.29 -2.50 4.11
Beta* 1.10 0.89 0.90 1.08
Mean annual return 2.75 0.59 0.34 0.67
R-squared* 44.95 66.02 64.13 79.54
Standard deviation 6.36 13.19 12.87 22.90
Sharpe ratio 5.02 0.51 0.29 0.34
* Against standard index

Top 10 holdings

Security Net Assets  
Magazine Luiza SA (MGZZF) 3.09%  
Sunny Optical Technology (Group) Co Ltd (SNPTF) 2.68%  
51job Inc ADR (JOBS) 2.61%  
China Yongda Automobiles Services Holdings Ltd (CYYHF) 2.44%  
Clicks Group Ltd (CLS) 2.37%  
Medy-Tox Inc (086900) 2.18%  
Aspeed Technology Inc (5274) 2.09%  
Raia Drogasil SA (RAIAF) 2.03%  
Silergy Corp (SLRGF) 1.86%  
NMC Health PLC (NMMCF) 1.82%