About WBEIX
The William Blair Emerging Markets Growth Fund Class I is an institutional mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of companies located in emerging markets. The fund typically maintains a diversified portfolio, allocating assets across multiple sectors such as technology, communication services, financial services, energy, and consumer cyclical industries. Notably, its holdings include leading companies like Taiwan Semiconductor Manufacturing, Samsung Electronics, and Tencent Holdings, reflecting a strategy centered on firms believed to demonstrate above-average growth, profitability, and quality within their respective regions.
The fund is managed according to a large growth investment style and usually invests at least 80% of its net assets in equities, distributing its investments among a variety of countries to reduce risk and capture global growth opportunities. Designed for institutional investors, it features a relatively high minimum initial investment and maintains a below-average expense ratio compared to its peers. The William Blair Emerging Markets Growth Fund Class I plays a significant role in providing diversified exposure to emerging markets, aiming to benefit from economic expansion and innovation in developing economies.
Fund Family William Blair
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol WBEIX
Share Class Class I
Index MSCI Emerging Markets IMI NR USD
WBEIX had a total return of 22.87% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.22%.
