INDIA:

An Emerging Market Standout

The country's consumers are evolving along with its young population's willingness to embrace technology. Backed by 1.3 billion citizens and one of the fastest-growing major economies, India is undergoing an irreversible transformation.

Wasatch Emerging India Strategy

  • Actively managed high-quality equity portfolio
  • Expertise in small- and mid-sized companies
  • A track record of outperforming its benchmark and peers since inception
Average Annual Total Returns As of 03/31/2020
Wasatch Emerging India Fund
MSCI India IMI
Morningstar India Equity Category

Data shows past performance and is not indicative of future performance. Current performance may be lower or higher than the data quoted. Investment returns and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost. The Advisor may absorb certain expenses, leading to higher total shareholder returns. For most recent month-end performance data, click here. Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. Performance data does not reflect this redemption fee or taxes. Total Expense Ratio: Institutional Class 1.49% The Advisor has contractually agreed to limit certain expenses to 1.50% through at least 1/31/2021. Performance for the Institutional Class prior to 2/1/2016 is based on the performance of the Investor Class.

Our Team

The primary tenet of our collaborative method is our Multiple Eyes™ approach. At every junction in our research and decision-making process, we believe that two sets of eyes are better than one.

Our portfolio managers have an average tenure of 15 years at Wasatch. Without a dependable and expert team, we wouldn’t be able to produce consistent and repeatable results

33

Investment Professionals

20

Years Investing in India

22

Years Average PM Experience

14

Years Average PM Tenure

33

Investment Professionals

20

Years Investing in India

22

Years Average PM Experience

14

Years Average PM Tenure

Team statistics include all members of the Wasatch Global Research Team as of 03/31/2020.

Important Disclosures

Investing in small or micro cap funds can be more volatile and loss of principal could be greater than investing in large cap or more diversified funds. 

Investing in foreign securities, especially in emerging and frontier markets, entails special risks, such as currency fluctuations and political uncertainties, which are described in more detail in the prospectus.

The investment objective of the Fund is long-term growth of capital.

The MSCI India Investable Market Index (IMI) covers all investable large-, mid- and small-cap securities across India, targeting approximately 99% of the Indian market’s free-float adjusted market capitalization.

MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products.

You cannot invest directly in any index.

The Morningstar Category Average is the average return for the peer group based on the returns of each individual fund within the group, for the period shown.

The Morningstar India Equity Category is comprised of funds with stock portfolios that emphasize companies based in India. These portfolios invest at least 70% of total assets in equities and invest at least 75% of stock assets in India.

©2020 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Wasatch Funds are distributed by ALPS Distributors, Inc.

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