Morningstar

Wasatch Emerging India Institutional WIINX

Morningstar Medalist Rating
Medalist Rating as of | See Wasatch Investment Hub
  • NAV / 1-Day Return 7.53  /  +0.53 %
  • Total Assets 723.9 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category India Equity
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 26%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 11:13 PM GMT+0

Morningstar’s Analysis WIINX

Will WIINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WIINX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WIINX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WIINX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Wasatch Emerging India Institutional's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WIINX

More WIINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bajaj Finance Ltd

8.62 58.7 Mil
Financial Services

Trent Ltd

8.34 56.8 Mil
Consumer Cyclical

HDFC Bank Ltd

7.38 50.2 Mil
Financial Services

Cholamandalam Investment and Finance Co Ltd

6.92 47.1 Mil
Financial Services

Divi's Laboratories Ltd

6.50 44.2 Mil
Healthcare

Elgi Equipments Ltd

5.35 36.4 Mil
Industrials

AU Small Finance Bank Ltd

5.34 36.3 Mil
Financial Services

Max Healthcare Institute Ltd Ordinary Shares

4.49 30.6 Mil
Healthcare

Vijaya Diagnostic Centre Ltd

4.28 29.1 Mil
Healthcare

Avenue Supermarts Ltd

4.15 28.3 Mil
Consumer Defensive

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