Nasdaq - Delayed Quote USD

Wasatch Emerging Markets Small Cap Inv (WAEMX)

2.8900 +0.0200 (+0.70%)
At close: 8:00 PM EDT

Fund Summary

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, typically common stock, 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. These sectors were information technology, financials, industrials, consumer discretionary, and consumer staples. It is non-diversified.

Wasatch Emerging Markets Small Cap Inv

Salt Lake City, UT 84111
150 Social Hall Avenue 4th Floor

Fund Overview

Category Diversified Emerging Mkts
Fund Family Wasatch
Net Assets 339.53M
YTD Return -2.97%
Yield 0.00%
Morningstar Rating
Inception Date Oct 01, 2007

Fund Operations

Last Dividend 0.01
Last Cap Gain 27.00
Holdings Turnover 21.00%
Average for Category --

Fees & Expenses

Expense WAEMX Category Average
Annual Report Expense Ratio (net) 1.96% 1.23%
Prospectus Net Expense Ratio 1.96% --
Prospectus Gross Expense Ratio 1.96% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load -- 1.16%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Krishnan joined Wasatch Advisors as a Research Analyst in 1994. He was a Research Analyst on Wasatch Small Cap Ultra Growth portfolios prior to becoming a Portfolio Manager. He holds a Master of Business Administration from Utah State University and a Bachelor of Science in Physics with a minor in Mathematics from Bombay University.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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