Morningstar

William Blair China Growth Fund Class R6 WRCGX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See William Blair Investment Hub
  • NAV / 1-Day Return $6.14  /  −2.54 %
  • Fund Size $1.9M
  • Adjusted Expense Ratio 0.940%
  • Net Expense Ratio 0.940%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Greater China Region
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.92%
  • Turnover Ratio 73%
NAV and 1-Day Return as of

Morningstar’s Analysis WRCGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

William Blair China Growth R6 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WRCGX

More WRCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

10.58 231,168
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

7.85 171,567
Consumer Cyclical

Contemporary Amperex Technology Co Ltd Class A

3.81 83,336
Industrials

Usd

3.51 76,609
Cash and Equivalents

Wus Printed Circuit (Kunshan) Co Ltd Class A

3.49 76,230
Technology

Wuxi AppTec Co Ltd Class A

3.48 76,028
Healthcare

China Construction Bank Corp Class H

3.22 70,295
Financial Services

Industrial And Commercial Bank Of China Ltd Class H

3.14 68,568
Financial Services

Zijin Mining Group Co Ltd Class H

2.99 65,406
Basic Materials

Yuanjie Semiconductor Technology Co Ltd Class A

2.48 54,080
Technology

Sponsor Center