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Morningstar

Wasatch Emerging Markets Small Cap Inv WAEMX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 2.70  /  0.75 %
  • Total Assets 363.5 Mil
  • Adj. Expense Ratio
    1.910%
  • Expense Ratio 1.880%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 36%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:18 PM GMT+00:00

Morningstar’s Analysis WAEMX

Will WAEMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WAEMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WAEMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of WAEMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A strong management team and sound investment process underpin Wasatch Emerging Markets Small Cap Inv's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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