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William Blair International Leaders Fund Class N Shares (WILNX)

11.85
Net Asset Value
-3.03%
1 Day
-3.27%
Year-to-Date
Overall Morningstar Rating
Foreign large growth
Style or Category
No Load
Sales Expenses
1.59%
Expense Ratio
--
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., 40-80 securities).

Performance

1 month-9.68% 3 years+6.75%
3 months-11.76% 5 years--
1 year-6.88% Since inception+10.38%
Data through --

Peer Comparisonvs. Foreign large growth

 WILNXCategory
Performance 5-yr return--+9.85%
Expense ratio1.59%1.35%
Risk 5 year sharpe ratio--0.60
Net assets$103.0M$4.0B
Average market cap$26.3B$31.7B
Average P/E20.619.4
Portfolio turnover79%79%

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Fund Management and Purchase Info

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

Holdings

International stock93.63%
Cash4.94%
U.S. stock1.43%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
TEVA Teva Pharmaceutical2.69%
-- 2.51%
-- 2.48%
-- 2.39%
-- 2.31%
-- 2.27%
-- 2.15%
-- 2.06%
-- 2.06%
-- 1.99%

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