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William Blair Emerging Mkts Ldrs R6 (WELIX)

9.94
0.00
(0.00%)
At close: 8:04:33 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in emerging markets securities. It 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 emerging market companies of all sizes, that the Adviser believes have above-average growth, profitability and quality characteristics. Under normal market conditions, the fund typically holds a limited number of securities (i.e., 50-80 securities).

William Blair Emerging Mkts Ldrs R6

Chicago, IL 60606
222 W Adams St
877-962-5247

Fund Overview

Category Diversified Emerging Mkts
Fund Family William Blair
Net Assets 162.96M
YTD Return 1.52%
Yield 0.30%
Morningstar Rating
Inception Date Mar 26, 2008

Fund Operations

Last Dividend 0.03
Last Cap Gain -42.00
Holdings Turnover 67.00%
Average for Category --

Fees & Expenses

Expense WELIX Category Average
Annual Report Expense Ratio (net) 0.94% 1.23%
Prospectus Net Expense Ratio 0.94% --
Prospectus Gross Expense Ratio 1.13% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load -- 1.16%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Hugo Scott‐Gall, partner, is the head of the global equity team and a portfolio manager for the Global Leaders and Emerging Markets Leaders strategies at William Blair Investment Management. Before joining William Blair in 2018, he was a managing director and head of the thematic research team at Goldman Sachs. In that role, Hugo managed a global team of approximately 15 people who investigated thematic changes, analyzed their effects across industries, and sought to identify long‐term structurally advantaged companies. He and his team produced Fortnightly Thoughts, a publication offering thematic insights across sectors, and GS Sustain, a long‐term‐focused publication that sought to find best‐in‐breed companies, with environmental, social, and governance (ESG) analysis forming an integral part of the process. Hugo also oversaw GS Dataworks, a team that used alternative data to augment fundamental research. Before his move into thematic research, Hugo was an equity research analyst covering European transportation companies. Before joining Goldman Sachs, he was an equity research analyst at Fidelity Investments.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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