Morningstar

Wasatch Frontier Emerging Small Countries Fund® Institutional Class WIFMX

Morningstar Medalist Rating
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Medalist Rating as of See Wasatch Investment Hub
  • NAV / 1-Day Return $3.38  /  0.00
  • Fund Size $16.8M
  • Adjusted Expense Ratio 1.760%
  • Net Expense Ratio 1.950%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 60%
NAV and 1-Day Return as of

Morningstar’s Analysis WIFMX

Will WIFMX outperform in the 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 WIFMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WIFMX 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 WIFMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wasatch Frontier Emerg Sm Countrs Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WIFMX

More WIFMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Intl Container Term Svcs Inc Common Stock Php1.0

7.38 2M
—

Rasan Information Technology Co

6.47 2M
Financial Services

Georgia Capital PLC

6.42 2M
Financial Services

Credicorp Ltd

5.98 1M
Financial Services

Electrical Industries Co

5.22 1M
Industrials

Nova Ltd

5.07 1M
Technology

Discovery Ltd

4.60 1M
Financial Services

Military Commercial Joint Stock Bank

4.50 1M
Financial Services

Camtek Ltd

4.36 1M
Technology

Banca Transilvania SA

4.29 1M
Financial Services

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