Wasatch Emerging Markets Fund Quote
| WIESX Fund | USD 17.83 0.11 0.61% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Wasatch Emerging is trading at 17.83 as of the 28th of November 2024; that is 0.61 percent down since the beginning of the trading day. The fund's open price was 17.94. Wasatch Emerging has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Wasatch Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in companies of all market capitalizations that are tied economically to emerging market countries. It will invest at least 80 percent of its net assets in the equity securities of companies that are tied economically to emerging market countries. More on Wasatch Emerging Markets
Moving together with Wasatch Mutual Fund
Wasatch Mutual Fund Highlights
| Fund Concentration | Wasatch Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Wasatch (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Wasatch Emerging Markets [WIESX] is traded in USA and was established 28th of November 2024. Wasatch Emerging is listed under Wasatch category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Wasatch family. This fund at this time has accumulated 480.44 M in net assets with minimum initial investment of 100 K. Wasatch Emerging Markets is currently producing year-to-date (YTD) return of 5.43%, while the total return for the last 3 years was -8.21%.
Check Wasatch Emerging Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wasatch Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wasatch Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wasatch Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wasatch Emerging Markets Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| BBCA | JPMorgan BetaBuilders Canada | Etf | Miscellaneous Region | |
| GLOB | Globant SA | Stock | Information Technology | |
| TCS | Container Store Group | Stock | Consumer Discretionary | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information |
Wasatch Emerging Markets Risk Profiles
| Mean Deviation | 0.7251 | |||
| Standard Deviation | 0.9248 | |||
| Variance | 0.8553 | |||
| Risk Adjusted Performance | (0.02) |
Wasatch Emerging Against Markets
Other Information on Investing in Wasatch Mutual Fund
Wasatch Emerging financial ratios help investors to determine whether Wasatch Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wasatch with respect to the benefits of owning Wasatch Emerging security.
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