Wasatch Emerging Markets Select Fd Inv Cl (WAESX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Wasatch Emerging Markets Select Fd Inv Cl (WAESX) trades at $20.42 with AI Score 54/100 (Grade B). Wasatch Emerging Markets Select Fund (WAESX) is an investment vehicle focused on small and mid-sized companies in… Market cap: $423M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Jun 14, 2026Analyst Coverage for WAESX: WAESX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates WAESX against Financial Services peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
WAESX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Wasatch Emerging Markets Select Fd Inv Cl (WAESX) Financial Services Profile
Wasatch Emerging Markets Select Fund (WAESX) specializes in investing in small and mid-sized companies within emerging markets, leveraging a non-diversified strategy to target high-growth sectors such as telecommunications, healthcare, and information technology.
What Is the Investment Thesis for WAESX?
The Wasatch Emerging Markets Select Fund (WAESX) presents a compelling thesis for long-term capital appreciation through its focused investment strategy in emerging markets. With a market capitalization of $423M and a non-diversified approach, the fund targets small and mid-sized companies that are poised for significant growth. Key value drivers include the fund's commitment to investing at least 80% of its net assets in equities linked to developing economies, which are expected to grow at a faster rate than developed markets. Additionally, the fund's concentration in high-potential sectors such as telecommunications and healthcare positions it to benefit from emerging trends and consumer demand in these regions. However, investors should be aware of the inherent risks associated with emerging markets, including political instability and currency fluctuations, which could impact performance. Overall, WAESX's strategic focus on smaller-cap companies in rapidly growing economies offers a unique opportunity for capital appreciation over the long term.
Based on FMP financials and quantitative analysis
WAESX Key Highlights
Market capitalization of $423M reflects a focused investment approach in emerging markets.
- Non-diversified fund strategy allows for concentrated investments in high-growth sectors.
- At least 80% of total net assets are allocated to equity shares of emerging market-centric companies.
- Beta of 0.88 indicates lower volatility compared to the broader market.
- No dividend yield, reflecting a focus on capital appreciation rather than income generation.
Who Are WAESX's Competitors?
WAESX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| EMGAX Allspring Emerging Markets Fund Class A | $38.96 | -1.39% | $4.07B | 47 |
| VEMAX Vanguard Emerging Markets Stock Index Fund Admiral Shares | $49.59 | +0.18% | $165B | 44 |
| SOR Source Capital, Inc. | $46.29 | -0.92% | $381M | 71 |
| CAF Morgan Stanley China A Share Fund, Inc. | $19.33 | -1.23% | $325M | 87 |
| PLTS Platinum Analytics Cayman Ltd. | $17.50 | +0.00% | $316M | 68 |
| LEGO Legato Merger Corp. | $10.00 | +0.10% | $313M | 67 |
| EFTY Etoiles Capital Group Co., Ltd. | $15.02 | +0.00% | $302M | 68 |
| SSSS SuRo Capital Corp. | $11.46 | -0.17% | $299M | 73 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are WAESX's Key Strengths?
Specialization in small and mid-sized companies with high growth potential.
- Non-diversified strategy allows for focused investments in select sectors.
- Experienced management team with expertise in emerging markets.
What Are WAESX's Weaknesses?
Higher volatility associated with investments in emerging markets.
- Limited diversification may increase risk exposure.
- No dividend yield may deter income-focused investors.
What Could Drive WAESX Stock Higher?
Continued economic growth in emerging markets may enhance investment opportunities for WAESX.
- The fund's focus on high-growth sectors such as telecommunications and healthcare is expected to drive performance.
- Increased foreign direct investment in emerging markets could benefit portfolio companies.
What Are the Key Risks for WAESX?
Political instability in emerging markets could negatively impact investment performance.
- Currency fluctuations may affect the value of investments in foreign markets.
- Regulatory changes in emerging economies could pose risks to portfolio companies.
What Are the Growth Opportunities for WAESX?
- Emerging Market Growth: Emerging markets are expected to grow at a rate of 5-7% annually, driven by urbanization and rising consumer demand. WAESX's focus on small and mid-sized companies positions it to capture this growth, particularly in sectors like telecommunications and consumer goods, which are experiencing rapid expansion.
- Sector-Specific Investments: The fund's strategy to concentrate investments in high-potential sectors such as healthcare and information technology allows it to leverage growth trends within these industries. With healthcare spending in emerging markets projected to increase significantly, WAESX is well-positioned to benefit from this trend over the next five years.
- Technological Advancements: As emerging markets adopt new technologies, companies that leverage digital solutions are likely to see substantial growth. WAESX's focus on technology-driven businesses enables it to capitalize on this trend, particularly in sectors like fintech and e-commerce, which are expected to grow exponentially.
- Increased Foreign Investment: The influx of foreign direct investment into emerging markets presents opportunities for companies within WAESX's portfolio. As global investors seek exposure to high-growth regions, WAESX is positioned to benefit from increased capital flows into its targeted sectors over the coming years.
- Sustainable Development Initiatives: Growing emphasis on sustainability and responsible investing in emerging markets is creating opportunities for companies that prioritize environmental, social, and governance (ESG) factors. WAESX's commitment to investing in companies that adhere to these principles may enhance its appeal to a broader range of investors.
What Are WAESX's Competitive Advantages?
- Focused investment strategy on small and mid-sized companies that may offer higher growth potential.
- Non-diversified approach allows for concentrated investments in select high-growth sectors.
- Strong research capabilities to identify and evaluate investment opportunities in emerging markets.
- Established reputation in the asset management industry with a focus on emerging markets.
What Does WAESX Do?
Founded in Salt Lake City, the Wasatch Emerging Markets Select Fund (WAESX) focuses on capital allocation to small and mid-sized businesses in developing economies. The fund's strategy involves committing at least 80% of its total net assets, including borrowed funds, to equity shares of companies that are intrinsically linked to these emerging markets. This unique approach allows the fund to concentrate its investments across various industries, including telecommunications, non-essential consumer goods, essential consumer products, financial services, healthcare, industrial sectors, and information technology. As a non-diversified fund, WAESX retains the flexibility to focus on a limited number of sectors, which may enhance its growth potential compared to more diversified funds. The fund aims for long-term capital appreciation, capitalizing on the higher growth potential often found in smaller-cap companies versus larger, established firms. With a market cap of approximately $0.40 billion, WAESX is positioned to capitalize on the dynamic nature of emerging markets, which are often characterized by rapid economic growth and evolving consumer needs. The fund's investment philosophy is rooted in thorough research and analysis, ensuring that it identifies and invests in companies with strong growth prospects and sound business models.
What Products and Services Does WAESX Offer?
- Invest in small and mid-sized companies in emerging markets.
- Allocate at least 80% of total net assets to equity shares of emerging market-centric companies.
- Focus on various industries including telecommunications, healthcare, and consumer goods.
- Aim for long-term capital appreciation through strategic investments.
- Utilize a non-diversified investment approach for concentrated holdings.
- Conduct thorough research to identify high-growth potential companies.
How Does WAESX Make Money?
- Generate returns through capital appreciation rather than income generation.
- Invest primarily in equity shares of companies located in developing economies.
- Focus on sectors with high growth potential to maximize investment returns.
- Leverage research and analysis to identify promising investment opportunities.
- Maintain flexibility in portfolio composition to adapt to market conditions.
What Industry Does WAESX Operate In?
The asset management industry is increasingly focusing on emerging markets due to their potential for higher growth rates compared to developed economies. According to recent market research, emerging markets are projected to grow at an annual rate of 5-7%, driven by urbanization, rising middle-class incomes, and technological advancements. The competitive landscape is characterized by a growing number of funds targeting these regions, but Wasatch Emerging Markets Select Fund's focus on small and mid-sized companies differentiates it from larger, more diversified funds. This niche positioning allows WAESX to capitalize on unique opportunities that may be overlooked by larger players, potentially leading to superior returns for investors.
Who Are WAESX's Key Customers?
- Institutional investors seeking exposure to emerging markets.
- High-net-worth individuals interested in diversified investment strategies.
- Financial advisors looking for growth-oriented investment options for clients.
- Retirement funds aiming for long-term capital appreciation.
- Wealth management firms seeking to diversify portfolios with emerging market assets.
WAESX Valuation & Market Position
With a $423M market cap, Wasatch Emerging Markets Select Fd Inv Cl sits in the small-cap segment of the market. Relative to its peer group, WAESX's quantitative score of 54/100 is roughly in line with the peer average of 63/100.
Key Financial Metrics
Return on equity for Wasatch Emerging Markets Select Fd Inv Cl stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. WAESX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
WAESX Financials
Bull Case vs Bear Case
Bull Case
- Fund focuses on emerging markets, which some believe offer higher growth potential than developed economies.
- Recent insider activity, if positive, could signal confidence in the fund's future performance.
- Community sentiment suggests some investors are optimistic about the fund's holdings in emerging market companies.
- Market perception indicates a potential shift towards emerging markets as investors seek diversification.
Bear Case
- Emerging markets are inherently more volatile and susceptible to economic and political instability.
- Negative community sentiment could reflect concerns about specific holdings or the fund's overall strategy.
- Recent insider selling activity, if present, might indicate a lack of confidence in the fund's prospects.
- Market perception suggests potential risks associated with emerging market investments due to currency fluctuations and regulatory changes.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
WAESX Latest News
No recent news available for WAESX.
WAESX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for WAESX.
Price Targets
Wall Street price target analysis for WAESX.
WAESX MoonshotScore
What does this score mean?
The MoonshotScore rates WAESX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About WAESX (Financial Services)
What does the AI Score mean for WAESX?
WAESX holds an AI Score of 54/100 (Grade: B). This is an educational research signal, not a buy or sell recommendation. Wasatch Emerging Markets Select Fund (WAESX) is an investment vehicle focused on small and mid-sized companies in emerging markets, aiming for long-term capital appreciation. The fund is …
What does Wasatch Emerging Markets Select Fd Inv Cl do?
Wasatch Emerging Markets Select Fund (WAESX) invests primarily in small and mid-sized companies located in emerging markets. The fund allocates at least 80% of its total net assets to equity shares of businesses that are linked to developing economies, focusing on sectors such as telecommunications, healthcare, and consumer goods. Its goal is to achieve long-term capital appreciation by targeting high-growth potential companies.
How sensitive is WAESX to interest rate changes?
Wasatch Emerging Markets Select Fund (WAESX) is somewhat insulated from interest rate changes due to its focus on equity investments rather than fixed income. However, rising interest rates can impact emerging market companies by increasing borrowing costs and potentially slowing economic growth. Investors should monitor macroeconomic conditions as they can influence the fund's performance.
What are the main risks for WAESX?
The main risks associated with Wasatch Emerging Markets Select Fund (WAESX) include political instability in emerging markets, which can adversely affect investment performance. Additionally, currency fluctuations may impact the value of investments in foreign markets, leading to potential losses. Regulatory challenges and economic volatility in developing economies are also significant risk factors that investors may want to evaluate.
What are the key factors to evaluate for WAESX?
Wasatch Emerging Markets Select Fd Inv Cl (WAESX) holds an AI score of 54/100 (moderate). The Wasatch Emerging Markets Select Fund (WAESX) presents a compelling thesis for long-term capital appreciation through its focused investment strategy in emerging markets. Not financial advice.
How frequently does WAESX data refresh on this page?
WAESX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven WAESX's recent stock price performance?
Wasatch Emerging Markets Select Fd Inv Cl (WAESX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Specialization in small and mid-sized companies with high growth potential. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider WAESX overvalued or undervalued right now?
Wasatch Emerging Markets Select Fd Inv Cl (WAESX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research WAESX before investing?
Before investing in Wasatch Emerging Markets Select Fd Inv Cl (WAESX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
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