8.4 in Diversified Emerging Markets
U.S. News evaluated 170 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 5 / 5 Stars |
| Lipper | 5 5 4 1 5 |
| Zacks Investment Research | 2 (Buy) |
| Standard & Poor's | 5 / 5 Stars |
| TheStreet.com | C+ (Hold) |
Fund Overview
The investment seeks long-term growth of capital. The fund primarily invests at least 80% of its assets in the equity securities of companies with market capitalizations of less than $3 billion at the time of purchase that are tied economically to emerging market countries. It 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.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 19.0% |
| 1 Year | 6.0% |
| 3 Years (Annualized) | 47.7% |
| 5 Years (Annualized) | |
| 10 Years (Annualized) |
Performance
The fund has returned 6.05 percent over the past year, and 47.72 percent over the past three years.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 12.67 | 12.67 |
| Stocks | 0.0 | 0.0 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 87.33 | 87.33 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| Ticker | % Net Assets | |
|---|---|---|
| PT Mitra Adiperkasa Tbk | QGI | 2.11 |
| Mr Price Group Limited | MPC | 1.91 |
| Colgate-Palmolive (India) Ltd. | COLPAL | 1.7 |
| CETIP SA Balcao Organizado de Ativos e Derivativos | CTIP3 | 1.59 |
| Restoque Comercio E Confec Common Stock Npv | --- | 1.58 |
Fees
Wasatch Emerging Markets Small Cap Fund has an expense ratio of 1.96 percent.
