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Morningstar

William Blair Emerging Mkts Growth N WBENX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.10  /  0.80 %
  • Total Assets 743.5 Mil
  • Adj. Expense Ratio
    1.550%
  • Expense Ratio 1.240%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 52%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:17 AM GMT+00:00

Morningstar’s Analysis WBENX

Will WBENX 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 WBENX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WBENX 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 WBENX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A strong management team and sound investment process underpin William Blair Emerging Mkts Growth N's Morningstar Quantitative Rating of Gold. 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.

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