WGFIX : William Blair Global Leaders Fund Class I

WGFIX is a Allocation Market Total World with MODERATE fees.

WGFIX

William Blair Global Leaders Fund Class I

FI Score

40 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

40% FI Score
  • wgfix
  • Mutual Fund
  • Allocation
  • Total World

William Blair Global Leaders Fund Class I

Expenses: 0.95% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its total assets 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 worldwide, that the Adviser believes have above-average growth, profitability and quality characteristics. Under normal market conditions, at least 40% of the fund's assets will be invested in companies located outside the United States.

Largest Holdings

Amount Holding
3.81% Amazon.com Inc
3.18% Taiwan Semiconductor Manufacturing Co Ltd ADR
3.16% Alphabet Inc A
2.87% Alibaba Group Holding Ltd ADR
2.79% UnitedHealth Group Inc
2.77% Mastercard Inc A
2.73% Facebook Inc A
2.54% Tencent Holdings Ltd
2.35% Salesforce.com Inc
2.20% Adobe Inc
2.14% CSL Ltd
1.97% Thermo Fisher Scientific Inc
1.94% Lonza Group Ltd
1.91% Novo Nordisk A/S ADR
1.86% BlackRock Inc
1.85% Fidelity National Information Services Inc
1.82% Partners Group Holding AG
1.82% AIA Group Ltd
1.79% Keyence Corp
1.76% Intercontinental Exchange Inc
1.72% Zoetis Inc Class A
1.70% Hexagon AB Class B
1.67% Brookfield Asset Management Inc Class A
1.66% PayPal Holdings Inc
1.66% LVMH Moet Hennessy Louis Vuitton SE

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