5 / 5 Stars
5 5 2 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#38 in Diversified Emerging Mkts
U.S. News evaluated 201 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -12.03 percent over the past year, 2.44 percent over the past three years, and 26.73 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-6.8%|
|3 Years (Annualized)||2.4%|
|5 Years (Annualized)||26.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests primarily in small companies tied economically to emerging markets. It invests at least 80% of the fund's assets in the equity securities (including common stock, preferred stock and securities convertible into common stock) of companies that are tied economically to emerging market countries. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, financials, industrials, consumer staples, materials, energy, information technology and health care.
Fees are High compared to funds in the same category.
Wasatch Emerging Markets Small Cap Fund has an expense ratio of 1.95 percent.
Risk is Average compared to funds in the same category according to Morningstar.