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    Wasatch Emerging Markets Small Cap (WAEMX)

    2.44 Up 0.07(2.95%) Aug 27

    Profile as of Jul 30, 2015Get Profile for:
    Wasatch Emerging Markets Small Cap
    Wasatch Funds Trust150 Social Hall Avenue 4th FloorSalt Lake City, UT 84111
    Map
    Phone: 800-551-1700
    Fund Overview 
    Category:Diversified Emerging Mkts
    Fund Family:Wasatch
    Net Assets:1.17B
    Year-to-Date Return:-0.37%
    Yield:0.14%
    Morningstar Rating:5 stars
    Fund Inception Date:Oct 1, 2007
    Morningstar Style Box 
    Diversified Emerging Mkts
    [View Category Definition]
    View Top Diversified Emerging Mkts Funds
    About the Morningstar Style Box
    Management Information 
    Roger Edgley
    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 88 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, consumer staples, financials, health care, industrials and materials.

    Fund Operations 
    Last Dividend (Dec 28, 2014) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Aug 25, 2015) : 55.00%
    Average for Category:49.71%
    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:2.02%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.24%
    Max Deferred Sales Load: N/A1.54%
    3 Yr Expense Projection*:627781
    5 Yr Expense Projection*:1,0821,319
    10 Yr Expense Projection*:2,3432,704
    * Per $10,000 invested