Wasatch Frontier Emerging Small Countries Fund Institutional Class (WIFMX)

Overview

The fund is primarily focused on investing in equity securities of companies that are economically connected to frontier markets and small emerging market countries. It commits at least 80% of its assets to the equity securities of firms in these markets. Given its focus, the fund tends to concentrate its investments in a few sectors, significantly in financials, information technology, industrials, consumer discretionary, and consumer staples. Despite the diverse opportunities in frontier and small emerging markets, it adopts a non-diversified investment approach, allowing a substantial portion of its assets to be invested in a limited number of sectors.

Products and Services

The fund’s investment products and services are designed to provide investors with exposure to frontier markets and small emerging market countries through a non-diversified portfolio. Each product and service is carefully structured to meet the goals of the fund while addressing the risks and opportunities associated with equity securities in these markets.

• Equity Securities Investments

  This service focuses on investing in the equity securities of companies that are economically tied to frontier markets and small emerging market countries. It aims to identify high-potential companies across various sectors, providing investors with the opportunity to tap into the growth potential offered by these markets.

• Sector-Focused Investing

  The fund may allocate a large percentage of its assets into specific sectors—primarily financials, information technology, industrials, consumer discretionary, and consumer staples. This approach allows the fund to capitalize on sector-specific trends and growth opportunities in frontier and emerging markets.