About WGFIX
William Blair Global Leaders Fund Class I is an institutional mutual fund focused on investing in a diversified portfolio of high-quality equity securities worldwide. Its primary goal is to identify companies with above-average returns on equity, robust balance sheets, and strong growth prospects, regardless of their geographic location. The fund predominantly targets large-cap growth stocks, making it part of the global large-stock growth category. Key holdings include leading firms across technology, healthcare, industrials, and financial services sectors, such as Microsoft, Taiwan Semiconductor Manufacturing, Alphabet, and Novo Nordisk. With a substantial portion of assets allocated to U.S. companies—alongside holdings in developed markets like the United Kingdom, France, and Taiwan—the fund maintains international diversification. William Blair Global Leaders Fund Class I aims to provide investors with access to leading global companies while emphasizing disciplined risk management and competitive expense ratios. This makes it a notable component within the global equity mutual fund landscape, appealing to institutional investors seeking long-term capital appreciation through a concentrated yet diverse global equity strategy.
Fund Family William Blair
Category Global Large-Cap Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol WGFIX
Share Class Class I
Index MSCI ACWI IMI NR
WGFIX had a total return of 9.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.94%.
