Morningstar

William Blair Global Leaders Fund Class I WGFIX

Morningstar Medalist Rating
Medalist Rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 7.04  /  −1.40 %
  • Total Assets 13.9M
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 1.07%
  • Turnover 81%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 11:31 PM GMT+0

Morningstar’s Analysis WGFIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

William Blair Global Leaders I 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 WGFIX

More WGFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.76 992,147
Technology

Ibiden Co Ltd

5.61 823,156
Technology

SK Hynix Inc

5.39 791,084
Technology

Alphabet Inc Class A

4.98 731,013
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.84 710,110
Technology

Amazon.com Inc

4.12 604,880
Consumer Cyclical

Microsoft Corp

3.83 562,350
Technology

Applied Materials Inc

3.12 457,261
Technology

Eli Lilly and Co

3.02 443,105
Healthcare

Apple Inc

2.91 427,210
Technology

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