William Blair International Leaders Fund Class N Shares (WILNX)

16.60
Net Asset Value
-0.30%
1 Day
+1.41%
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+0.36% 3 years+8.92%
3 months-4.09% 5 years+9.60%
1 year+22.63% Since inception+10.21%
Data through --

Peer Comparisonvs. Foreign large growth

 WILNXCategory
Performance 5-yr return+9.60%+7.62%
Expense ratio1.56%1.20%
Risk 5 year sharpe ratio0.770.66
Net assets$397.7M$4.1B
Average market cap$38.7B$34.6B
Average P/E20.217.1
Portfolio turnover41%41%

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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 stock91.89%
Cash4.88%
U.S. stock2.03%
Fixed income1.20%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 2.72%
-- 2.70%
-- 2.64%
BABA Alibaba Group Holding Ltd2.63%
-- 2.55%
-- 2.27%
-- 2.09%
-- 2.08%
-- 1.98%
-- 1.97%