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William Blair Macro Allocation R6 WMCJX

Analyst rating as of
NAV / 1-Day Return
10.33  /  0.48 %
Total Assets
391.3 Mil
Adj. Expense Ratio
1.030%
Expense Ratio
1.030%
Fee Level
Below Average
Longest Manager Tenure
8.91 years
Category
US Fund Multialternative
Alt Style Correlation / Relative Volatility
Low / Medium
Min. Initial Investment
5,000,000
Status
Open
TTM Yield
4.88%
Turnover
31%
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Morningstar’s Analysis

Will WMCJX outperform in future?

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

This fund’s large mandate is a challenge.

Analyst

Summary

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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.

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