Morningstar

William Blair International Growth R6 WBIRX

Morningstar Medalist Rating
Medalist Rating as of | See William Blair Investment Hub
  • NAV / 1-Day Return 31.21  /  +0.48 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.85%
  • Turnover 42%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis WBIRX

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

  • People Pillar

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

William Blair International Growth R6's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings WBIRX

More WBIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.17 48.9 Mil
Technology

Novo Nordisk AS Class B

2.44 37.6 Mil
Healthcare

Fixed Inc Clearing Corp.Repo

1.90 29.4 Mil
Cash and Equivalents

London Stock Exchange Group PLC

1.81 28.0 Mil
Financial Services

SAP SE

1.77 27.2 Mil
Technology

ASML Holding NV

1.65 25.4 Mil
Technology

AstraZeneca PLC

1.59 24.5 Mil
Healthcare

Reliance Industries Ltd

1.48 22.9 Mil
Energy

3i Group PLC

1.42 21.8 Mil
Financial Services

Keyence Corp

1.41 21.8 Mil
Technology

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