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Morningstar

William Blair Emerg Mkts Sm Cp Gr N WESNX

Morningstar Medalist Rating
Medalist Rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 20.34  /  +1.14 %
  • Total Assets 383.5 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.04%
  • Turnover 117%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:23 PM GMT+0

Morningstar’s Analysis WESNX

Will WESNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WESNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WESNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WESNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin William Blair Emerg Mkts Sm Cp Gr N's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WESNX

More WESNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

KEI Industries Ltd

2.36 9.4 Mil
Industrials

Dixon Technologies (India) Ltd

2.21 8.8 Mil
Technology

Alsea SAB de CV

2.09 8.3 Mil
Consumer Cyclical

Cyrela Brazil Realty SA Empreend e Part

2.06 8.2 Mil
Consumer Cyclical

Huaming Power Equipment Co Ltd Class A

1.91 7.6 Mil
Industrials

Wiwynn Corp Ordinary Shares

1.87 7.5 Mil
Technology

PrologisProperty Mexico SA de CV Certificados Bursatiles Fiduciarios Inmobi

1.85 7.4 Mil
Real Estate

HD Hyundai Electric

1.82 7.2 Mil
Industrials

Lotes Co Ltd

1.80 7.2 Mil
Technology

ABB India Ltd

1.80 7.2 Mil
Industrials