Morningstar

William Blair International Growth Fund Class R6 WBIRX

Morningstar Medalist Rating
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Medalist Rating as of See William Blair Investment Hub
  • NAV / 1-Day Return $28.77  /  −1.81 %
  • Fund Size $993.2M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.880%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.25%
  • Turnover Ratio 77%
NAV and 1-Day Return as of

Morningstar’s Analysis WBIRX

Will WBIRX outperform in the 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 WBIRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

William Blair International Growth R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings WBIRX

More WBIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.75 50M
Technology

Samsung Electronics Co Ltd

2.80 29M
Technology

ASML Holding NV

2.74 29M
Technology

Sumitomo Mitsui Financial Group Inc

1.58 16M
Financial Services

SK hynix Inc

1.54 16M
Technology

Fixed Inc Clearing Corp.Repo

1.45 15M
Cash and Equivalents

Tokio Marine Holdings Inc

1.41 15M
Financial Services

Roche Holding AG

1.34 14M
—

Safran SA

1.29 14M
Industrials

UniCredit SpA

1.27 13M
Financial Services

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