- What does WELNX invest in?
- This fund's core strategy involves committing at least 80% of its net assets (inclusive of any borrowed capital for investment purposes) to securities from developing economies. Its primary focus is on constructing a diversified collection of equity instruments, such as common shares and various equity-linked investments (e.g., convertible securities), issued by companies of all sizes located in emerging markets. The fund's manager specifically targets businesses identified as possessing superior growth potential, robust profitability, and high-quality characteristics. Typically, under ordinary market circumstances, the portfolio maintains a concentrated selection, usually comprising between 50 and 80 individual securities.
- What is the expense ratio of WELNX?
- William Blair Emerging Mkts Ldrs N (WELNX) charges an expense ratio of 1.24%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is WELNX?
- William Blair Emerging Mkts Ldrs N (WELNX) manages $178.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is WELNX actively managed or an index fund?
- WELNX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was WELNX launched?
- William Blair Emerging Mkts Ldrs N (WELNX) launched in May 2010 and is managed by the fund issuer.
- How has WELNX performed?
- WELNX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
