Wasatch Frontier Emerging Small Countries Fund

505 WAKARA WAY,SUITE 300
SALT LAKE CITY , UT, 84108

Rank

Rank Universe
7 8

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securities of companies that are tied economically to frontier markets and More

Link

Directors

Dec 6, 2023
  • Kristen M. Fletcher
  • Miriam M. Allison
  • Kate M. Fleming
  • William Mark Robinson
  • Heikki Rinne

Chief Compliance Officer

  • Russell L. Biles

Fund Manager(s)

Price

  • $ 3.56 ( -0.06 )
    Mar 28, 2025
    Last Close
  • Net Assets
  • $36.5M
    Feb 13, 2024
  • Holding
  • 37
    Aug 29, 2024
    More

  • 52-Week High/Low
  • $3.86 - $3.16
  • Turnover
  • 39%
  • Expense Ratio
  • 2.64%

Company Name

Holding

FPT Corp 10.82 %
Bajaj Finance Ltd 8.39 %
MercadoLibre Inc 8.39 %
NU Holdings Ltd/Cayman Islands 8.15 %
Cholamandalam Investment and Finance Co Ltd 4.67 %
DCVFMVN Diamond ETF 4.52 %
Bank for Foreign Trade of Vietnam JSC 4.31 %
Philippine Seven Corp 3.8 %
Qualitas Controladora SAB de CV 3.55 %
Globant SA 3.54 %
More 3.54 %

Documents

Prospectus

Annual Reports

Performance

YTD

-

3 Year

5.01%

5 Year

-8.72%

Best

28.71%

2020

Worst

-40.86%

2022

Alpha

WIFMX S&P 500

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