- What does WAESX invest in?
- The fund invests primarily in companies of all market capitalizations that are tied economically to emerging market countries. It will invest at least 80% of its net assets (plus borrowings for investment purposes) in the equity securities of 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 health care, industrials, consumer discretionary, information technology, and financials. It is non-diversified.
- What is the expense ratio of WAESX?
- Wasatch Emerging Markets Select Fd Inv Cl (WAESX) charges an expense ratio of 1.37%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is WAESX?
- Wasatch Emerging Markets Select Fd Inv Cl (WAESX) manages $423.6M 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 WAESX actively managed or an index fund?
- WAESX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was WAESX launched?
- Wasatch Emerging Markets Select Fd Inv Cl (WAESX) launched in December 2012 and is managed by the fund issuer.
- How has WAESX performed?
- WAESX'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.