Morningstar

William Blair Emerging Markets ex China Growth Fund Class I WXCIX

Morningstar Medalist Rating
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Medalist Rating as of See William Blair Investment Hub
  • NAV / 1-Day Return $21.65  /  −2.57 %
  • Fund Size $90.4M
  • Adjusted Expense Ratio 0.990%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $500,000
  • Investment Status Open
  • TTM Yield 0.33%
  • Turnover Ratio 84%
NAV and 1-Day Return as of

Morningstar’s Analysis WXCIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

William Blair Emerg Mkts ex China Gr 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 WXCIX

More WXCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.32 9M
Technology

Samsung Electronics Co Ltd

7.97 8M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

6.80 7M
Technology

Samsung Electro-Mechanics Co Ltd

3.92 4M
Technology

SK Square

3.39 3M
Technology

SK hynix Inc

3.27 3M
Technology

Lotes Co Ltd

2.56 3M
Technology

Unimicron Technology Corp

2.13 2M
Technology

MediaTek Inc

1.77 2M
Technology

Delta Electronics Inc

1.72 2M
Technology

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