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Wasatch Emerging Markets Small Cap (WAEMX)

2.67 Up 0.04(1.52%) Oct 21

Profile as of Sep 29, 2014Get Profile for:
Wasatch Emerging Markets Small Cap
Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City
Map
Phone: 800-551-1700
Fund Overview 
Category:Diversified Emerging Mkts
Fund Family:Wasatch
Net Assets:1.52B
Year-to-Date Return:3.40%
Yield:0.00%
Morningstar Rating:5 stars
Fund Inception Date:Oct 1, 2007
Morningstar Style Box 
Diversified Emerging Mkts
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Management Information 
Roger Edgeley
Lead Manager since Oct 1, 2007
Mr. Edgley is Director of International Research and a Portfolio Manager for Wasatch Advisors. A native of the United Kingdom, he also holds U.S. citizenship and has specialized throughout his career in international investing. Mr. Edgley joined Wasatch Advisors in 2002 from Liberty Wagner Asset Management where he was the Director of International Research and a portfolio manager of the Acorn Foreign Forty Fund.
Investment Information 
Min Initial Investment:2,000
Min Initial Investment, IRA:2,000
Min Initial Investment, AIP:1,000
Min Subsequent Investment:100
Min Subsequent Investment, IRA:100
Min Subsequent Investment, AIP:50
WAEMX can be purchased from 85 brokerages.

Fund Summary 
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 assets in the equity securities of companies with market capitalizations of less than $3 billion 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, financials, industrials, consumer staples, materials and health care.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 26, 2013) : 0.00
Annual Holdings Turnover (Oct 19, 2014) : 41.00%
Average for Category:43.65%
Fees & Expenses 
ExpenseWAEMXCategory Avg
Annual Report Expense Ratio (net):1.95%1.55%
Prospectus Net Expense Ratio:1.95%N/A
Prospectus Gross Expense Ratio:2.06%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.33%
Max Deferred Sales Load: N/A1.69%
3 Yr Expense Projection*:6241,058
5 Yr Expense Projection*:1,0871,308
10 Yr Expense Projection*:2,3712,710
* Per $10,000 invested