Singapore markets closed

William Blair Emerging Mkts Ldrs I (WBELX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.13+0.08 (+0.88%)
At close: 08:00PM EDT

William Blair Emerging Mkts Ldrs I

Chicago, IL 60606

222 W Adams St

William Blair Funds

877-962-5247
Management information
,Lead manager since 23 January 2022
Hugo Scott‐Gall, partner, is a portfolio manager for the Global Leaders and Emerging Markets Leaders strategies, and Co-Director of Research for the Global Equity team. Before joining William Blair in 2018, Hugo was a managing director and head of the thematic research team at Goldman Sachs. In that role, he 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. He 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.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq3.gif
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryDiversified Emerging Mkts
Fund familyWilliam Blair
Net assets244.03M
YTD return0.80%
Yield0.77%
Morningstar rating★★
Inception date25 Mar 2008

Fund operations

Last dividend0.07
Last cap gain-32.00
Holdings turnover44.00%
Average for categoryN/A

Fees and expenses

ExpenseWBELXCategory average
Annual report expense ratio (net)1.24%1.23%
Prospectus net expense ratio1.24%N/A
Prospectus gross expense ratio1.46%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A