William Blair Global Leaders Fund Class I WGFIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$6.76  /  −0.88%
  • Fund Size$10.0M
  • Adjusted Expense Ratio0.900%
  • Net Expense Ratio0.900%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Large-Stock Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$500,000
  • Investment StatusOpen
  • TTM Yield1.10%
  • Turnover Ratio81%

Morningstar’s Analysis WGFIX

Will WGFIX outperform in the future?

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

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.

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Portfolio Holdings WGFIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings43.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Amazon.com Inc

4.66559,342
Consumer Cyclical

Microsoft Corp

4.42529,826
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Applied Materials Inc

3.88464,844
Technology

Ibiden Co Ltd

3.86462,749
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Apple Inc

3.45413,278
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Eli Lilly and Co

3.20384,151
Healthcare

argenx SE ADR

2.95353,838
Healthcare

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