Morningstar

William Blair Emerging Markets Small Cap Growth Fund R6 Class WESJX

Morningstar Medalist Rating
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Medalist Rating as of See William Blair Investment Hub
  • NAV / 1-Day Return $25.02  /  −0.76 %
  • Fund Size $382.2M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.91%
  • Turnover Ratio 261%
NAV and 1-Day Return as of

Morningstar’s Analysis WESJX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

William Blair Emerg Mkts Sm Cp Gr 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 WESJX

More WESJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lion Finance Group PLC

1.83 8M
Financial Services

Optima bank SA

1.72 7M
Financial Services

Kinik Co

1.62 7M
Industrials

Cyrela Brazil Realty SA Empreend e Part

1.53 6M
Consumer Cyclical

Doosan Corp Ordinary Shares

1.39 6M
Industrials

Navin Fluorine International Ltd

1.35 6M
Basic Materials

Iteq Corp

1.22 5M
Technology

Nan Ya Printed Circuit Board Corp

1.21 5M
Technology

Kinsus Interconnect Technology Corp

1.13 5M
Technology

Gek Terna SA

1.10 5M
Industrials

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