Morningstar

William Blair Emerging Markets Leaders Fund R6 Class WELIX

Morningstar Medalist Rating
Medalist Rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 12.62  /  −2.32 %
  • Total Assets 92.8M
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.79%
  • Turnover 79%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WELIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

William Blair Emerging Mkts Ldrs R6 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WELIX

More WELIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.74 10M
Technology

Samsung Electronics Co Ltd

7.59 8M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

7.56 8M
Technology

SK Hynix Inc

5.02 5M
Technology

SK Square

4.33 5M
Technology

Tencent Holdings Ltd

3.52 4M
Communication Services

Contemporary Amperex Technology Co Ltd Class A

2.68 3M
Industrials

Alibaba Group Holding Ltd Ordinary Shares

2.40 3M
Consumer Cyclical

Vista Energy SAB de CV ADR

1.99 2M
Energy

ASE Technology Holding Co Ltd

1.85 2M
Technology

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