William Blair Macro Allocation benefits from a stable and experienced team, but it has had challenges incorporating the subjective realm of geopolitical forecasting into a complex investment process. The strategy retains its Morningstar Analyst Rating of Neutral.
Will WMCJX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WMCJX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the WMCJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of WMCJX’s parent organization’s priorities and whether they’re in line with investors’ interests.