- What does WAEMX invest in?
- The Wasatch Emerging Markets Small Cap Fund aims for sustained capital appreciation over the long term. Its primary strategy involves investing in smaller companies with strong economic ties to emerging markets. Specifically, the fund allocates a minimum of 80% of its total net assets (which includes any borrowed capital for investment) to the equity holdings of these small-capitalization firms operating within developing economies. The fund retains the flexibility to concentrate a considerable portion of its portfolio in a select few sectors, such as consumer discretionary, consumer staples, financial services, healthcare, industrials, and information technology. It is important to note that this fund is classified as non-diversified.
- What is the expense ratio of WAEMX?
- Wasatch Emerging Markets Small Cap Fund (WAEMX) charges an expense ratio of 1.95%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is WAEMX?
- Wasatch Emerging Markets Small Cap Fund (WAEMX) manages $113.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is WAEMX actively managed or an index fund?
- WAEMX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was WAEMX launched?
- Wasatch Emerging Markets Small Cap Fund (WAEMX) launched in September 2007 and is managed by the fund issuer.
- How has WAEMX performed?
- WAEMX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
