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William Blair Emerging Mkts Ldrs R6 WELIX

Quantitative rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 8.82  /  0.11 %
  • Total Assets 371.6 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 0.940%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 40%

Morningstar’s Analysis WELIX

Will WELIX outperform in future?

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

Summary

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William Blair Emerging Mkts Ldrs R6's recent fee cut isn't sufficient to overcome its decreased People Pillar rating, resulting in a downgrade to this strategy's Morningstar Quantitative Rating to Silver from Gold. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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