About WIINX
The Wasatch Emerging India Fund Institutional Class is a mutual fund focused on achieving long-term capital growth by investing primarily in equity securities of companies tied economically to India. Employing a bottom-up investment approach, the fund seeks to identify businesses with strong long-term growth potential, emphasizing small- and mid-cap firms while retaining flexibility to invest across all market capitalizations. Typically holding between 20 and 60 positions, the portfolio is concentrated, with a significant portion allocated to sectors such as financial services, healthcare, consumer discretionary, and industrials. Notable holdings frequently include leading Indian enterprises in banking, finance, and consumer products. Managed actively since its 2016 inception, the fund invests at least 80% of its assets in Indian equities, allowing it to capitalize on trends like digitalization and economic formalization within the country's rapidly developing markets. The fund’s structure is non-diversified, enabling targeted sector exposures, and it is benchmarked against the MSCI India IMI NR USD Index. Designed for institutional investors, it requires a high minimum initial investment and carries a higher expense ratio compared to peers, reflecting its active management and specialized focus on the Indian equity landscape.
Fund Family Wasatch
Category India Equity
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol WIINX
Share Class Institutional Class Shares
Index MSCI India NR USD
WIINX had a total return of -6.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.29%.
