William Blair International Leaders Fund Class N Shares (WILNX)

16.72
Net Asset Value
-0.42%
1 Day
+2.14%
Year-to-Date
Overall Morningstar Rating
Foreign large growth
Style or Category
No Load
Sales Expenses
1.56%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests primarily in a diversified portfolio of equity securities- including common stocks and other forms of equity investments (e.g.- securities convertible into common stocks)- issued by companies of all sizes domiciled outside the U.S. that the advisor believes have above-average growth- profitability and quality characteristics. Under normal market conditions- it typically holds a limited number of securities (i.e.- 40-70 securities).

Performance

1 month-3.69% 3 years+10.24%
3 months+3.87% 5 years+10.01%
1 year+26.53% Since inception+11.84%
Data through --

Peer Comparisonvs. Foreign large growth

 WILNXCategory
Performance 5-yr return+10.01%+8.51%
Expense ratio1.56%1.21%
Risk 5 year sharpe ratio0.940.78
Net assets$413.1M$4.2B
Average market cap$43.1B$39.1B
Average P/E21.722.2
Portfolio turnover59%59%

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Fund Management and Purchase Info

Fund familyWilliam Blair
Fund manager & tenureKenneth McAtamney / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

International stock95.62%
U.S. stock1.95%
Cash1.23%
Fixed income1.19%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 2.80%
-- 2.74%
BABA Alibaba Group Holding Ltd2.52%
-- 2.49%
-- 2.44%
-- 2.32%
-- 2.28%
-- 2.26%
-- 2.17%
-- 2.14%