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Wasatch Emerging Markets Small Cap Fund Instl Cl: (MF: WIEMX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:29 PM ET

$1.86 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 10.85 48
3 months 11.15 69
6 months 15.83 67
1 Year 24.11 82
3 Year 8.95 95
5 Year 1.20 91
10 Year 8.26 83

* Annual for three years and beyond.

Zacks Premium Research for WIEMX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

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Portfolio Statistics

% Unrealized Gain 30.99
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 2/28/2026 41.16
% Turnover 2/28/2026 38.00

Risk

3 Year 5 Year 10 Year
Beta 0.63 0.84 0.85
Alpha -5.10 -9.52 -3.92
R Squared 0.27 0.52 0.49
Std. Dev. 13.86 17.48 18.19
Sharpe 0.37 -0.03 3.00

Sector / Country Weightings

As of 2/28/2026 % of Portfolio
India 30.73
Taiwan 24.21
China 8.09
Mexico 6.45
Brazil 4.05
South Africa 3.49
Canada 3.27
Saudi Arabia 3.27
United Kingdom 3.19
Korea, South 2.66

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2025)
% of Portfolio Value (Mil$)
AU SMALL FINANCE BANK LTD 7.15 8.21
CHOLAMANDALAM FINANCIAL H 7.11 8.17
CHROMA ATE INC 5.27 6.05
ASPEED TECHNOLOGY INC 4.89 5.61
GRUPO AEROPORT DEL CENTRO 4.62 5.31
INTER & CO INC 4.05 4.65
ACCTON TECHNOLOGY CORP 3.98 4.57
ANJI MICROELECTRONICS TEC 3.63 4.17
DISCOVERY LTD 3.49 4.00

Stock Holding % of Net Assets

As Of 12/31/2025
Total Issues NA
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) 9,280

Composition

% of Portfolio
Stocks 103.98
Foreign Stocks 99.55
Cash 0.00
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other -3.98
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 5.41
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 6.01
Emerging Market 22.95
Precious Metal 1.37
Intermediate Bond 0.00
Foreign Bond 3.03
High Yield Bond 23.11